Procurement Request
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      Requests grid

      The Requests Grid provides a comprehensive view of all procurement requests, with sorting and filtering options to help manage large volumes of requests.

      Grid Columns:

      • Created On: Date the request was submitted.
      • Name: The name of the item being requested.
      • Requested By: The employee who submitted the request.
      • Department: The department associated with the request.
      • Workflow: The name of the workflow the request is following.
      • Price: The expected price specified by the requester.
      • Progress: A progress bar indicating which step the request is in.
      • Next Approver: The approver is responsible for the next step.
      • Due Date: The date by which the request must be processed.

      Sorting and Filtering:

      • Sorting: Requests can be sorted by any column, such as by due date or price in ASC/DESC order
      • the default sorting is
        • 1st level - by progress step a request is on (from lowest -> highest -> Approved/Declined/Cancelled)
        • 2nd level - by due date (furthest in the past -> closest in the past -> closest in the future -> furthest in the future -> no date)
      • Filtering: Use filters to narrow down the requests by department, workflow, or approver
      • Filtering options:
        • All requests - aggregates all requests available for the role
        • My current approvals - aggregates all requests that are on the step where a user is approver now
        • My upcoming approvals - aggregates all requests where a User is approver (any step in the future)
        • My requests - aggregates all requests created by a User