My purchase requests

Ask to buy something

1. Press Ask to buy something.
2. Type what you want to buy.
3. Choose who it is from, or leave it unknown and say who you have in mind.
4. Fill in each line — what, How many, and the price each — and press Add a line for another. The total is worked out as you type.
5. Choose the Budget line it comes from, or what it is Spent on.
6. Say Why, and press Ask for approval.

Then: It goes to its approval steps, never to you, and you are told each answer. Nothing is ordered until it is approved.

Sophea needs a stage for the annual conference. They ask for one line, Staging platform, 1 at $14,800, against the Events budget line, and say why: the venue's own stage is too small.

If a request was sent back

1. Open the request: the note says what to change.
2. Press Change and ask again.
3. Change what the note asked for.
4. Press Ask again.

Then: It goes through its approval steps afresh. The earlier answers are kept.

Say what arrived

1. Open the request once it reads Ordered.
2. Press Receive goods.
3. Type how many of each line arrived, and press Save what arrived.

Then: Finance sees it, and matches the supplier's bill against what you received.