This guide shows you how to raise a purchase requisition: an internal request to buy, listing the products and quantities you need. Once approved, a requisition can be converted into an RFQ or a purchase order.
Before you start
- The products you want to request must already be in the catalogue. Add them first if they are missing.
- Decide the scope the requisition belongs to (Organisation down to Position) and be ready to supply the matching hierarchy fields.
- A requisition needs at least one line, so know what you are asking for before you start.
Steps
Create the requisition
- Open the requisitions list and choose to raise a requisition.
- Fill in the header:
- Title (required, up to 200 characters) — a short description of what the request is for.
- Required by date (optional) — when you need the goods.
- Currency (optional, a 3-letter code such as KES or ZAR).
- Notes (optional, up to 2000 characters).
- Set the scope level and its hierarchy fields.
[screenshot: requisition header]
Add lines
- Add at least one line. For each line:
- Product (required) — chosen from the catalogue.
- Quantity (required, greater than 0).
- Unit of measure (optional).
- Estimated unit cost (optional, zero or more) — your best guess at the price.
- Preferred supplier (optional) — a supplier you would like to buy from.
- Note (optional, up to 1000 characters).
[screenshot: requisition lines]
- Save the requisition as a draft.
Submit for approval
- Submit the draft. If the value is over the maker-checker threshold, it is routed to an approver other than you; under the threshold it is approved directly. Once approved you can convert it into an RFQ or a purchase order.
Result
Your requisition is on record with its lines, and — once submitted and approved — is ready to become an RFQ or a purchase order.