Defining different request types allows you to gain clearer visibility into your company's spending and ensure that each request is reviewed with the appropriate context.
Request types also allow you to collect specific, standardized information and create tailored approval workflows, making the procurement process more efficient and transparent. For example, you can create a Hardware request type that requires specific details related to hardware needs from the requester.
Each request type is defined through its general settings, field settings, and workflow settings.
If the Review step is not included in your request approval workflow, requesters will need to choose either card (Card) or bank transfer (Bill) as the payment method for their request.
For more information:
General settings for request types
The general settings are located in the General tab and include essential configurations such as the request type name, its description, and a hint to guide requesters on the information they are expected to provide.
Additional information and categorization
The field settings are located in the Fields tab and include:
A default set of fields (for example, Summary and Description).
Custom-defined fields whose purpose is to gather more specific information, based on the nature of the request (for example, Office location).
Custom fields, defined on the system-level, that can be manually associated with the specific type of request and further customize its form to ensure all necessary details are captured (for example, Category or Project).
The categorization fields are applied at the line level, allowing each item within a request to be categorized independently.
Workflow settings for request types
The workflow settings are located in the Workflow tab and allow you to create or update the workflow of that request type.
