Creating a purchase request manually

Article:HOWTO45847  |  Created: 2011-03-22  |  Updated: 2011-03-24  |  Article URL
Article Type
How To


Creating a purchase request manually

To order any assets or software items, you must create a purchase request. Usually, the users submit their purchase requests using the Purchase Request Workflow. Instructions for running the Purchase Request Workflow are attached to the Asset Management Suite - Workflows article. However, you can also create purchase requests manually in the Symantec Management Console.


If you plan to create the purchase requests in the Symantec Management Console, restrict Procurement portal permissions so that only managers or users who have purchasing approval authority can create purchase requests. The reason for this restriction is that the purchase request form includes a global setting that lets you approve the request and move to the next stage in the procurement process.

See Performing the procurement.

To create a purchase request manually

  1. In the Symantec Management Console, on the Home menu, click Service and Asset Management > Procurement.

  2. In the left pane, right-click Purchase Request, and then click Create Purchase Request.

  3. In the Create configuration item dialog box, specify the stockroom, requestor, and the catalog items that you want to purchase.

    You must specify the quantity for each line item.

    You can specify an owner for each line item separately. If you do not specify the owner, the system automatically sets the requestor as the owner of all line items.

  4. Set the Approval Status to Approved and then click OK.

Legacy ID


Article URL

Terms of use for this information are found in Legal Notices