Beyondsoft Helpdesk
IT related equipment purchase
Liang Sun
8 months ago
Purchase Requisition
Submit Purchase Requisition
- Launch and login the app: https://iWorkflow.crm.dynamics.com/
- Navigate to ‘Purchase Management’ from left navigation.
- Click ‘Purchase Requisition’ and click ‘+ New’.
- Fiil in the required fields and click ‘Save’.
- After the record is saved, then add purchase items by clicking ‘+ New Purchase Item’ button to add purchase items.
- Click ‘Submit’, following up the wizard when popping up flow window.
- Click ‘OK’ button. The submitter will receive submit successfully email notification.