Sourcing Requests
Consolidate purchase request line items before they become an RFQ.
Last updated 16 July 2026
A Sourcing Request is the staging area between a Purchase Request and an RFQ. When you ask procurement to source competitive quotes, the PR's line items land here so a buyer can group them by supplier or category before going to market.
As the buyer, you tidy up what will be sourced together while the request is still OPEN, then confirm it to create a draft RFQ. You can shift line items onto another sourcing request, or spin them off into a new one, before you convert.
flowchart LR
A[Line items consolidate] --> B[Shift line items]
A --> C[Confirm and convert to RFQ]
B --> CGuides
- Shift Line Items: Reassign line items to another sourcing request or a new one.
- Convert Sourcing Request to RFQ: Confirm a consolidated sourcing request and create a draft RFQ.
Cancel a Purchase Request
How to withdraw a submitted purchase request that is no longer needed, notifying all pending approvers and cascading the cancellation to any linked sourcing records.
Shift Line Items
Reassign individual line items from one sourcing request to another existing one, or spin them off into a brand-new sourcing request.