Purchase request checklist template
For staff buying software, hardware or services. Item, supplier, cost, budget line and justification are recorded, quotes are compared above the threshold, and a required item stays open until Approval Flow records the budget holder's approval.
- App: Checklist Flow for Jira
- Category: Procurement
- Edition: Needs a paid licence; without one it shows with a Pro badge and a preview
- Items: 8 items, 5 required, 1 linked condition
- Suggested for: Service Request, Task, Purchase
- Note: Linked conditions resolve from Jira data and cannot be ticked by hand.
Items
#| Item | Required |
|---|---|
| Item, quantity and supplier specified | Required |
| Cost and budget line recorded | Required |
| Business justification written | Required |
| At least two quotes compared for spend above the threshold | Optional |
| Approval Flow: budget holder approved Linked condition met when Approval Flow's approval of the work item is verified (signed by Approval Flow and confirmed by its Approval status field) | Required |
| Purchase order raised | Required |
| Delivery or activation confirmed | Optional |
| Invoice matched to the purchase order | Optional |
Use it
#In a Jira work item, open the Checklist Flow panel, then Template library in the Templates section. Find the template under its category, use Preview to see the items and Install to add it to your site's templates. From then on you can apply it to any work item, or, with a paid licence, have it added automatically by issue type.
Related
#- Checklist Flow for Jira documentation
- Jira checklist templates: all 49 templates