Add Free-text Procurement Request

Explanation

The employee self-service procurement portal is a tool for employees to easily find products available for self-service procurement and create procurement requests with pre-defined information. If the products you are looking for is not available in the self-service portal, there is a possibility to create a free-text procurement request for defined suppliers and add that to the shopping cart.

The user needs to enter a description an estimated price and the quantities and there is also a possibility to complement with additional information like the suppliers part number.

Note that you could also use the portal to buy products to a specific work task or project activity. Then you should either open the portal from the work task or activity or add the reference in the shopping cart later on in the process.

Prerequisites

A self-service catalog must have been created and published with free-text procurement support enabled for the supplier.

If you want the procurement to be connected to a work task or project activity, you need to open the portal from the work task or project side.

System Effects

As a result of this activity lines are added for the free-text request to the self-service shopping cart and you can proceed to submit the procurement request.

If you opened the portal from a work task or project activity, the lines in the shopping cart will get a reference to the respective source.