Procurement Spend Approval Request

Procurement Spend Approval Request — Form Fields

This operations template includes 13 fields. Request approval for an unbudgeted or above-threshold purchase before issuing a purchase order. Free to customize and use on ZenBuild.

• Requester Name (text, required)
• Department (text, required)
• Requester Email (email, required)
• Preferred Vendor Name (text, required)
• Description of Purchase (long text, required)
• Total Estimated Cost ($) (number, required)
• Business Justification (text, required)
• Cost Category (dropdown selection, required) — options: Capital expenditure, Operating expense, Software or subscription, Professional services, Equipment, Travel, Other
• Is this budgeted? (multiple choice, required) — options: Yes, No – requires exception
• Budget Code or Cost Center (text, optional)
• Approver Name (text, required)
• Required By Date (text, required)
• Alternatives Considered (long text, optional)