Purchase Requisitions

A requester uses a purchase requisition to explain an internal buying need before a buyer commits the company to a supplier. Include what is needed, how much, where, and why. The requisition is a request for review, not a purchase order.

Before you start

Your company and user account need Advanced Procurement. Open Purchasing > Purchase Requisitions > New Requisition in the correct entity. Submitting for approval also needs Workflow Approval permission and an active workflow under Purchasing > Workflows Setup.

Enter and submit the need

1. Confirm the need with the requesting team. Gather the product or service, unit, quantity, destination, timing, and specifications. The requisition line has no needed-by date field, so communicate timing separately.
2. Enter the header: Requisition Date, Facility, and Internal Ref. Choose Assign Requisition Number when creating it.
3. Add each line with Product or Service, QTY, Unit, Unit Cost, and Receive To Facility. A preferred supplier can be specified on a line, but the buyer makes the sourcing decision. Save the request.
4. Check its number and contents in List of Requisitions or Open Requisitions. Submit through the approval workflow when configured.
5. Tell the buyer about urgent or conditional needs.
6. After approval, the buyer can choose Create Purchase Order. Without an approval workflow, the available path is Create RFQ, Mark as Sent, then Create as PO.
7. Check that the resulting document reflects the reviewed request before it is sent to a supplier.

If you don't see what you expect

• Menu missing: Ask an administrator to check Advanced Procurement for the company and your account.
• Cannot submit: Check required fields, Workflow Approval access, and whether an active approval workflow is set up.
• Cannot advance: Review its approval state and the buyer handoff before trying to convert it.