Purchase Request through Receiving Workflow

The Purchase Request through Receiving workflow demonstrates the Purchase Process lifecycle.

The workflow in CSM and CAM for Purchase Request through Receiving includes some activities that are automated via the mApp® Solution functionality and other areas that are manual, such as adding serial numbers to a new CI.

  • Line items are imported from the Service Request. The Line Items tab is in the Form Arrangement.
  • The OOTB workflow includes a manager approval.
  • Once the Purchase Request is approved, if integration with CAM was selected, the information is automatically sent to CAM, creating a Purchase Order. The Purchasing Manager then edits the Purchase Order in CAM.
  • Purchase Requests can be used to track and manage the lifecycle of IT Assets by allowing Users to view Purchase Order details, vendor information, order numbers, invoice numbers, and attached CIs in one location.