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- IT Procurement System
- Frequently asked questions
Questions, answered
Practical answers for an IT purchasing rollout.
IT Procurement System
9 questions
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How do I get started?
Click Get started, then use Proto to configure IT Procurement System for your business. Begin with one organization, one supplier, a Buyer and a Purchasing Approver, then rehearse a request through decision and receipt.
Who prepares a purchase request?
Buyer prepares the assigned request with an owner, supplier, required date and amount. The linked purchase lines show the items and quantities.
How is an approval recorded?
Purchasing Approver records a review decisions outcome with the source revision, reason and decision time. Compare it with the submitted request before placing an order.
Can a request include an IT device need?
Yes. Link an asset requests record to its parent purchase request and record device class, requested units and the security review note.
Where is the supplier information kept?
Suppliers holds the organization, contact, address and eligibility note. App Administrator maintains the supplier record.
How do we record partial delivery?
Use the accepted quantity and acceptance date on each purchase lines record to reconcile a partial delivery. Keep delivery evidence on the parent request.
What happens to a failed operation?
The operation receipts record retains its action, expected revision, result and failure reason. Purchasing Approver compares it with the parent request before deciding the next action.
Can an attachment be shared?
Record attachments has Internal and Shared visibility settings. Choose the setting with the uploader when attaching the file.
How do we inspect earlier decisions?
Review decisions retains the reviewer, reason, source revision and decision date under the parent request. Auditor can read authorized evidence.
Set up IT Procurement System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.