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Customer requests appear in PCF Requests → Received. Create the appropriate company PCF before responding if you do not have one yet.
1

Review the request

Check the requesting organization, accounting year, and message. Confirm which product and unit the customer needs.
2

Open Share PCF

Open the request’s actions and select Share PCF. Choose the company PCF that matches the product and period.
3

Send your response

Share the selected PCF, or choose Decline if you cannot provide it. Add a response note where appropriate.
4

Manage a shared response

For a shared request, use Change PCF to choose a different PCF. Use Remove access if the customer should no longer have access to the restricted PCF.
Sharing adds the PCF to the customer’s supplier inventory. It does not attach it to their purchases or give them access to your organization’s underlying records. Before removing access, review the warning: the customer’s live calculations may fall back to saved database estimates. Existing report snapshots retain their captured values. For direct sharing outside a request, see Share PCFs and manage access.
Last modified on October 8, 2026