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Requisition and Approval Workflow
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Requisition and Approval Workflow
10 Articles
in this category
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Create a Request at Checkout
The Checkout process allows review of the request details, including shipping and accounting information. A streamlined process allows quick submission of carts for requests. See Documentation Topics: Shipping, Accounting, and Billing Preferenc...
One-click Request
BuyerQuest provides One-click Request functionality, in an expansion of its signature Speed to Selection in Marketplace. See Documentation Topics: View Product and Service Details General Configuration - One-click Request Video: One-click ...
Request Created from a Subscription
Requests are automatically created for items on subscription order, one of the key advantages of subscription purchasing in Marketplace. Requests Created for Subscription Items The Buyerquest system automatically creates Requests for existing subs...
Requests Grid and Details
Review status, view details, and take action on your Requests from the Requests Grid. See Documentation Topics: Create a Request at Checkout One-click Request Edit a Request Review and Approve or Reject Requests Change, Cancel, or C...
Create a Saved Shopping List from a Request
Create a new Saved Shopping List from a Request at the Request submission confirmation page. Create Saved Shopping List at Request Confirmation After a Request is submitted, you will see a page confirming the submission. You can create a Save...
Review and Approve or Reject Requests
Access, review, and take action on requests for which you are an approver from MY DOCUMENTS > Approvals in the Main Menu. See Documentation Topics: Create a Request at Checkout Edit a Request Request Emails Email Notification and Approv...
Edit a Request
Approvers can edit requests as part of the review and approval workflow. Requestors may also edit requests after withdrawal or refusal. See Documentation Topics: General Configuration - Edit Request Approval Rule Conditions Overview A Reques...
Withdraw or Reorder a Request
Requestors can withdraw or reorder Requests as needed from the Requests Grid and details pages. See Documentation Topics: Edit a Request Review and Approve or Reject Requests Request Email Notifications Withdraw a request A requestor m...
Imported Requests Grid and Details
Imported cXML Requests are accessible from the Main Menu in the Imported Requests Grid. See Documentation Topics: Request Import - cXML Specification Imported Requests Grid Access Imported Requests from the grid for reference and action. ...
Order for Multiple Locations
BuyerQuest enables ordering for multiple locations in a single request. See Documentation Topics: Multi-store Ordering Configuration Manage and View Items in Cart Create a Request at Checkout Overview Buyers have the ability to order i...