Q1. How do I edit a request?
Hover over or click a request → click the 3-dot icon → choose edit.
Q2. Can I bulk edit (quick fix) a request?
Quick fix is not yet supported for requests.
Q3. How do I duplicate a request?
Hover over a request → click the 3-dot icon → choose duplicate.
Q4. How do I delete a request?
Go to Drafts → Hover over or click a request → click the 3-dot icon > Delete
You can also bulk delete by selecting multiple requests using the checkboxes.
Note: Only Draft requests can be deleted. If a request is Pending or Active, it can only be voided.
Q5. How do I mark a request as accepted?
Open a Pending request and click View Actions → Accept
You can also bulk accept by selecting multiple requests via checkbox and choosing Accept.
Q6. How do I void an active request?
Hover over or click a request > click the 3-dot icon > select Void
You can also bulk void by selecting multiple requests via checkboxes.
Q7. Why can’t I void an active request?
There are associated orders linked to the request that must be voided first.
Q8. What happens when I convert a Pending or Order Due request directly into a Bill?
A Purchase Order is automatically created from the request.
A Bill is also generated from the same request.
If the Purchase request is set to repeat, only the first bill will be created.
Q9. Can I convert a request to a Purchase Order only?
Yes. Use the Convert to Order action to convert the request to a purchase order.
Q10. Can I convert only part of a request into an order or a bill?
Yes. You can turn into an order or bill an amount lower than the expected amount in the purchase request.
Q11. Can multiple bills come from one request?
Multiple bills can come from one request when there are several orders linked to the request.
Q12. What happens to the remaining value of the expected amount after partial conversion?
The remaining amount can still be fulfilled through an order. Once it’s fulfilled, the Partial status becomes Full.
Q13. Can a fulfilled request still be edited?
Yes. You can still edit details in a fulfilled request. However, changes made to the request will not affect linked orders.
Q14. Can I edit the repeat count any time?
Yes. Open a request in Edit mode → go to the expected total field (below the total table) → click the calculator icon→ set repeat count or set to infinite.
Q15. How do I reset repeat count?
In Edit mode, click the reset icon beside the expected total to clear the repeat count.
Q16. If my request is set to repeat, will it create new requests that consume a sequence?
No. A repeating request does not generate new requests or consume a new sequence.
It remains in a partial status until the expected amount is fully converted into an order.
Q17. How do I see related orders to a request?
Open a request and in the summary modal, all related orders to your request are listed.
Q18. My request was under Full status but suddenly changed to Partial/Accepted status. What happened?
Possible reasons for this change:
Related order amounts were reduced below the expected request total
The request amount was edited, increasing the expected total above the linked orders
Related orders were voided, reducing fulfillment and reverting the status to Partial or Accepted
Q19. If I void an order, will it delete a Purchase Request?
No. Voiding an order does not delete the purchase request. It only affects the request’s fulfillment status, not the request itself.