Lists you maintain
| List | Used for |
|---|---|
| Clients | The organization the request is for |
| Projects | The project on the request |
| Vendors | Vendors invited and awarded on the request |
| Categories | Purchasing category. Defaults can pre-fill category buyer and logistics coordinator |
| Currencies | Currency and exchange rate on the request |
| Document types | The tag applied when a file is uploaded |
Category defaults can pre-fill the category buyer and the logistics coordinator on a new request. Add those values on the category before requesters start, so new requests pick them up.
These lists are master data in the host site. The request form looks them up; it does not keep a private copy.