Submit a purchase request from a work order

You can submit a purchase request from directly within a work order.

To do this:

1. If the work order you want to associate with a purchase request isn't already open, click it in the work order list (in Maintenance > Work Orders).
2. In the top menu bar, click More >  Submit Purchase Requests:
   
3. Fill in the information as needed:
   

4. Click OK.
   The work order will be automatically associated with the purchase request, and the request will be displayed in the Purchase Order tab on the work order and the Purchase Planning Board in Purchasing.

   Note

   You must associate a purchase request with a supplier in Purchasing > Purchase Planning Board to add it to an open purchase order. To learn more about purchase requests and orders, see Getting started with purchase orders.