Raise a requisition

A purchase requisition (PR) is a request to buy something. It's the start of the procurement flow — before a Purchase Order is issued.

Why use requisitions

• Anyone can request without needing PO authority.
• Approval workflow gates spend before commitment.
• Requesters get visibility on status without bothering Procurement.

How to raise a requisition

1. Procurement → Requisitions → New PR.
2. Fill in:
   • Title — e.g. "20 office chairs".
   • Department — the cost centre.
   • Required by — when you need the items.
   • Justification — why the purchase is needed.
3. Add lines:
   • Item description, quantity, estimated unit price.
   • Vendor (if known) or "TBD" for procurement to source.
4. Submit.

Approval flow

A typical PR workflow:

Configurable under Admin → Approval Workflows → Purchase Requisitions.

After approval

Once fully approved:

• The PR is converted to a Purchase Order automatically (if vendor is known).
• Or routed to Procurement to source quotes (if vendor is TBD).

Tracking status

Each PR has a status badge:

• Draft — saved but not submitted.
• Pending approval — in workflow.
• Approved — ready to convert to PO.
• PO issued — converted, vendor notified.
• Receiving — partial goods received.
• Closed — complete.
• Cancelled — abandoned.

Next step

Issue a purchase order →