Users need the ability to share Purchase Requests directly for review purposes. Currently, Purchase Requests can only be managed through reminders or by merging them with a Purchase Order. Without a sharing function, teams rely on tagging colleagues in the comment section, which clutters communication and may not ensure the right people are notified.
Current Limitations
- No Share Functionality: Purchase Requests cannot be shared directly with colleagues for review.
- Comment Section Overload: Tagging reviewers in comments clutters the conversation thread.
- Notification Gaps: Tagged users may miss notifications, causing delays in review and approval workflows.
General Example
A purchasing coordinator creates a Purchase Request that requires input from a supervisor. Since there is no way to share the request directly, they tag the supervisor in the comments. The notification is overlooked, and the review is delayed, stalling the procurement process.
Requested Enhancements
- Share Option for Purchase Requests
Add a button or menu option to generate a shareable link for a Purchase Request. - Direct User/Role Sharing
Allow Purchase Requests to be shared directly with specific users or roles for visibility and review. - Optional Review Acknowledgment
Provide a way for reviewers to confirm they have seen or approved the shared request.
Business Value
- Efficiency: Simplifies collaboration on purchase reviews.
- Clarity: Keeps the comment section focused on discussion, not notifications.
- Accountability: Ensures the right people see and act on requests in a timely manner.
- Scalability: Supports smoother procurement processes as teams grow.
