Purchase request form in Employee Center role uses the Preferred Purchase order form. If the purchase request form has to be customized to show additional fields or hide existing fields, following are the steps to accomplish this. 1) Navigate to Customization > Forms > Transaction Forms. 2) Open the Standard Purchase order form by clicking on the Customize button. 3) Make changes to the… Continue reading Change Purchase Request Form in Employee Center
Tag: purchase request
Purchase Request Approval Workflow
Proposal Summary This project will implement a new approval step before the PO is finalized. Employees will submit an estimate, which will be reviewed and approved by their supervisor before proceeding with the purchase order. This process will improve tracking, and accuracy, and reduce unauthorized purchases. Initially, it will be piloted within one department,… Continue reading Purchase Request Approval Workflow
Customizing the Purchase Request Form in NetSuite
When attempting to customize the purchase request form, users may encounter the issue of the form not appearing in the list of available forms. This discrepancy often arises since both the purchase request and purchase order share the same form. The purchase request is typically converted into a purchase order, leading to confusion when attempting… Continue reading Customizing the Purchase Request Form in NetSuite
Difference between Purchase Requests and Purchase Requisitions
Key differences between Purchase Requests and Purchase Requisitions are: Purchase Requisitions are included in NetSuite’s Advanced Procurement module while purchase requests are included in the base product. Purchase Requests require identification of the vendor for each item/expense purchased, while the vendor is not required for a Purchase Requisition. Purchase Requests can only be entered against… Continue reading Difference between Purchase Requests and Purchase Requisitions