Purchasing request in Jira Work Management

[minki kim]

Hi,

Can you please advise if Jira can do below my wishes?

1. Raise a purchasing request ticket in Jira
2. Requestor needs to fill out the pre-defined field
   • If requested for a single item, it is easy and can be update by pre-defined field
   • However, if asking for multiple, how should I ask requestor to raise in a single ticket? One way I could see is to copy a table with all item list and paste it in the description. But then I cannot monitor timeline by each item as under sub-task. 

Is there any way to do so?

[Vladimir Horev _RaleyApps_]

Hi Kim,

Based on our experience as Raley Purchase Orders app vendor, purchasing management is far more complex than simply submitting a form to create a Jira issue.

As you rightly pointed out, normally you need a several items per purchase request. If you solve them via subtasks where each subtask represents an individual line-item, this only adds complexity in calculating the totals and approvals routing. Not to mention the fact that the purchase request should be logically addressed as one task, not several tasks.

Copying a table with all the line items and putting them under a single Jira task also has problems as you need to calculate taxes, totals, budget associations etc. It becomes even more complicated when you need to run an approval flow which depends on the Gross total, budgets referenced and possibly new products/services approvals.

Even worse, at some point, you'll need to have the figures - what is budget X and how much of that is committed, spent, paid etc. And there're really many budgets. 

Having said that, in purchasing management even a super-smart form is just a beginning. To run the process well on Jira/JSM you'll need an app or implement an in-house solution.

Best,

Vladimir | RaleyApps

[Mohanraj Thangamuthu]

Hello, Good day. Please check if this link helps : https://www.atlassian.com/software/jira/templates/procurement