User Guide › Purchasing
Overview
Use the Purchase form to create or update a purchase record for purchasing work. Purchasing officers use this form when they need to record purchase-related information and retain the record for continued processing.
Before you start
Ensure that you have access to the Purchasing workspace.
Steps
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Select Purchasing from the main navigation.
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Open the Purchase form for the record that you need to work with. Enter or update the purchase information required for the record.
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Select Save to retain your changes and continue working in the form.
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When you have completed your work, select Save and Close.
Tips & cautions
Warning: If you attempt to leave the Purchase form while changes are unsaved, the application displays a warning. Select Save before leaving the form when you need to retain the changes.
Tip: Use Save when you need to continue working in the Purchase form. Use Save and Close when your work on the record is complete.
Result
The Purchase form has been saved, and you can close it after completing your work.
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