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Extending Purchase Request BP

We are trialing this software for our organization and so far, it meets the requirements the business needs.
I just wanted to know, with the purchase request business process (cloud version), I wanted to extend it so ideally:

  1. I would like to add a field to the default PR BP which is vendor, where it selects a company fr om the CRM (drop-down menu or type to search) Is this possible?

  2. The Purchase Request is submitted > then approved.
  3. Once approved, it returns to the requestor, with a status of "awaiting invoice"
  4. Once the work is carried out and the vendor submits their invoice, the requester can attach the invoice to the original PR, wh ere the process gets routed to an accounts staff member to pay it, with a status change to "ready to pay"
  5. Accounts staff member pays the invoice and status changes to "payment complete".
Is this possible and do you have any suggestions or tips on how i can achieve this?

Hi Joe!

Sure, please contact one of our partners - they will assist with business process creation.


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