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Creating a purchase request

Asset Management Suite

To order any assets or software items, you must create a purchase request.

Warning: If you plan to create the purchase requests in the Symantec Management Console, restrict Procurement portal permissions so that only managers or users who have purchasing approval authority can create purchase requests. The reason for this restriction is that the purchase request form includes a global setting that lets you approve the request and move to the next stage in the procurement process.

This task is a step in the process for performing the procurement.

See Performing the procurement

To create a purchase request in the Symantec Management Console

  1. In the Symantec Management Console, on the Home menu, click Service and Asset Management > Procurement.

  2. In the left pane, right-click Purchase Request, and then click Create Purchase Request.

  3. In the Create configuration item window, specify the stockroom, requestor, and the catalog items that you want to purchase.

    You must specify the quantity for each line item.

    You can specify an owner for each line item separately. If you do not specify the owner, the system automatically sets the requestor as the owner of all line items.

  4. Set the Approval Status to Approved, and then click OK.