Purchasing Process

The Purchase Request integration process involves first creating a Lucity Purchase Request to sync with Finance Enterprise (FE) Purchase Requests. Then Lucity polls the FE Purchase Request's Status to determine when it has generated a Purchase Order, at which time the Lucity updates the Purchase Request Status.

Purchase Request sync

The following process syncs Lucity Purchase Requests with FE by pushing a Lucity Purchase Request into the FE Purchase Requests (POUPPR) screen.

  1. Create and save a Purchase Request in Lucity. More information about Lucity Work > Purchase Requests.
  2. Lucity fires a task to push the Purchase Request to FE. More information about this task is available in Lucity's Admin Portal:
  3. When the Lucity task is finished, the Purchase Request can be viewed in FE's Purchase Requests (POUPPR) screen.

Purchase Request Status polling

The following steps enable users to schedule polling the FE Purchase Request Status to update the Lucity Purchase Request Status once an FE Purchase Order has been generated. This scheduling only needs to be completed once unless you want to change or delete duration or frequency. More information about Lucity Administration Tool > Purchase Request Status Polling.

Important: Edits to or deletions of the Lucity and FE Purchase Requests are not updated after the initial record sync.

  1. Open the Lucity Administration Tool.
  2. Select System > Schedule An Integration Task > Get Purchase Request Status. The following pop-up appears:

    get purch req status schedule tool

  3. In the Run As field select the desired services user who is configured with a link to an FE OpenID. This user will likely be the fallback user.
  4. Select Frequency options.
    1. Select an Occurs option.
    2. Select Enabled to enable this frequency.
    3. Enter a value in Recurs Every.
    4. Select Day options to indicate the day(s) on which the task should run.
  5. If you selected daily frequency, enter times and values in the Daily frequency section.
  6. Select Duration options.
    1. Enter a Start Date.
    2. Enter and select an End date, OR select No end date.
  7. Click Ok. Lucity will now poll FE for Purchase Request Status based on your selected frequency and duration to update the Lucity Purchase Request Status.
  8. Note: Lucity will not poll FE Purchase Requests whose corresponding Lucity Purchase Request has a Status indicated in the Lucity System Setting "List of purchase request status values that indicate the request is closed."

    Note: Lucity only polls FE for all corresponding Purchase Requests that are marked Sent to Financials and are locked in Lucity, and whose Status is not completed. Polling updates Lucity Purchase Request Status to match the FE Purchase Request Status.