Create a procurement case for a service

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Create a procurement case for a service that you wish to procure. The procurement organization receives your details from the request and works toward its fulfillment.

    Antes de Iniciar

    Role required: sn_spend_psd.requestor

    Procedimento

    1. Navigate to All > Procurement Case Management.
    2. Select Create New.
    3. On the form, fill in the fields.
      Create a procurement case.
      Field Description
      Number System-generated unique identifier for the request.
      Created Creation date of the request.
      Request type Type of the request, such as Corporate Card Request.
      Request by Owner of the request.
      State Status of the request.
      Priority Urgency of the request.
      Assignment group Group that can fulfill the request.
      Assignment to Person assigned to fulfill the request.
      Short description Short description of the request.
      Purchase modification reason Reason for purchase modification.
      Description Detailed description of the request.
    4. Select Submit.
      Nota:
      You can also submit procurement cases from the Service Catalog.

    O que Fazer Depois

    • Review and edit your request details.

    • Track the progress of your request by monitoring the request fulfillment with the procurement organization.