8.3. Marking a Request as PurchaseΒΆ

Not all incoming Requests are the same. It may happen that some Requests require an assigned Technician to acquire Assets from an external source; this is a classic case of a Purchase Request. A Technician can easily mark a Request as a Purchase Request.

Based on our Use Case. The Helpdesk at Fictitious Inc has already received a Request from the HR department asking for five laptops for their new recruits. The Request has an assigned Technician who proceeds to mark it as a Purchase Request.

To Mark a Request as a Purchase:

Note

Any Technician who has the necessary rights to update a Request can also mark a Request.

  • The assigned Technician opens the Request (request details view).

figure 2

  • He clicks on Mark as Purchase Request from the Action Menu.

figure 3

  • The Request is marked as a Purchase Request. A label in pur-3 shows the Request as a Purchase Request.

Note

Related Topic: How to Create a Request.

Un-marking a Request:

A Technician can un-mark a Purchase Request as a normal Request by clicking on Un-mark a Purchase Request (refer: pur-3)from the Action Menu.