Help Centre

Requisition Process

The requisition process consists of three key steps:

1. User Submission

   • A user initiates a requisition request in the system.

   • The request includes order details, delivery details and approval routing.

2. Approval by Authority

   • The requisition is sent to the designated authority for review and approval.

   • The authority can either approve, edit, or reject the request based on organizational policies.

   • If approved, the requisition moves to the next stage.

3. Fulfillment by Buyer

   • Once approved, the requisition is assigned to a buyer. This can be the same as the requestor, or another user.

   • The buyer procures the requested items as per the requisition details.

   • The procurement process follows.

How to Create a Requisition

Step 1. Start a New Requisition

• Click the "Create" button.
• Select "Create Requisition" from the menu.

Step 2. Select the Project

• Choose the project associated with this requisition.

Step 3. Enter Order Details

• Fill in details such as:
  • Items needed
  • Quantity
  • Additional notes or attachments 
  • Cost Code
    
• The more details provided, the more accurate the order will be.

Step 4. Enter Delivery Details

Step 5. Set Up Approval Routing

• Assign the approver(s) responsible for reviewing and approving the requisition.
• Approval routing ensures proper authorization before the purchase is made.

Step 6. Review and Submit

• Double-check all information to ensure accuracy.
• Click "Send Request" to send the requisition for review & approval.

From here, the approver grants the buyer the ability to turn the requisition into a PO.

• The buyer can be the same as the requestor, or another user.
  
• The Create PO order flow can be referenced in creating the PO.
  
  

Need help?

There are three ways to reach our Customer Support team:
 

• Send an email to [email protected]
   
• Call us toll-free at 1-833-712-5021
     
• Chat with us in our web and mobile apps
  

     

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