Purchase Request Part 1

How to Run a Process

The Purchase Request Process is used by employees of an organization, who need to purchase items from external suppliers, that require managerial and supervisory approval.

To begin, the user logs into ProcessMaker and begins a new case.  From the list, he selects the Purchase Request Process and start the case.

The Request Dynaform will appear, where the user’s information is automatically entered, and he can select items.

Here are some demonstration items, you can see that the “Category” and the “Item” drop downs are dependent fields.  The list of items is dependent upon which category has been selected. Then a quantity and description are entered before the user clicks “Accept”.

This case will now move to the supervisor for approval.

Privacy Update
We use cookies to make interactions with our website and services easy and meaningful. Cookies help us better understand how our website is used and tailor advertising accordingly.

Accept