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5. Create and Work a Request

User & Administration Guide — Version 1.0.0.24

Guide summary

New request opens a right-side form. The request number is assigned on save. Later tabs stay locked until you advance the process phase.

On this page

Create a request

New request form with the initialization fields
New request. Later tabs stay locked until the process phase advances.

Typical first-tab fields are project, client, category, request type, currency, exchange rate, client buyer, category buyer, and comments.

Open an existing request

View request panel on an existing record
View request opens the same panel. Tabs for later phases stay locked until you reach them.

Phases

A request moves one phase at a time. Complete the current phase before the next tab unlocks.

Request lifecycle from Initialization through Closed
Phase-gated tabs unlock in order.

Initialization, Vendor Process, Technical Analysis, Vendor Selection, Purchase Orders, Logistics, Accounting, then Closed.

PhaseWhat you do
InitializationClient, category, buyers, dates, amount
Vendor ProcessInvite vendors, capture bids
Technical AnalysisCompare submissions
Vendor SelectionAward a vendor
Purchase OrdersClient PO and company PO references
LogisticsCoordinator, packing lists, export forms
AccountingInvoices and close-out amounts
ClosedHistorical record

Vendor rows, up to six, are stored with the request. Purchase orders, invoices, packing lists, and export forms are stored as request references.