Customize Procurement forms New Procurement Experience

When an employee wants to create a purchase request in Tipalti to put through for company approval or a new vendor wants to register with the Supplier Hub to get paid, they both need to complete forms. For request or registration approvals, the forms need to gather the correct information that the company requires so approvers can easily decide if they can approve.

Your admin can customize the approval flow, purchase request and Supplier Hub forms in Administration so you gather the information you need from the employee and your vendor based on your company’s requirements.

To customize forms for procurement:

1. Log into the Tipalti Hub and click Administration > Procurement settings > Customize forms in the left menu.

   • A preview of the form displays with the form settings displayed on the right.

   • Based on your customization, the purchase request, employee, and Supplier Hub forms are updated.

   

2. Click the dropdown in the top left of the form settings and select which form you want to change. The forms are:

   • Requester form — These settings are applied when employees make purchase requests

   • Approver form — These settings are applied to approvers when they review and approve a purchase request

   • Vendor form — These settings are applied when you collect information and documents from your vendors as part of the approval process

   • Employee details form — This gathers the employee details for the person making the request

   

3. To make changes:

   1. In the form settings, on the right-hand side, select the form you want to change from the dropdown at the top.

   2. Select the fields you want to add to the form.

   3. Click the ellipsis to the right of the field and select one of these options:

      • Add new field — Add an existing field or create a new field. When you create a new field:

        1. A window displays to set up the new field. You can apply many settings to create the field.

        2. To update the settings of an existing field, click it and make your changes.

      • Rename — Rename the field you’re working on

      • Delete — Delete the field you’re working on

      • Reorder — Rearrange the order of the fields by clicking the move icon and drag and drop to where you want the field to be

      

   4. Follow the steps to make your changes.

   5. To add a new section, click Add section.

   

   6. Make any more changes and click Save.

   Preview updates as you make and save your changes.

   7. To edit, click select a form and then the fields to make changes. Once done, click Save.

   The changes are applied to the:

   • Purchase request forms in the Tipalti Hub

   • Approval flow for purchase requests

   • Supplier Hub Business info forms