Overview

A requisition is a structured process by which users request approvals from the appropriate authority before fulfillment by a buyer. This ensures a smooth and organized workflow for purchasing requests.


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.

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

  3. Fulfillment by Buyer

    • Once approved, the buyer procures the requested items.

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: An approver is responsible for reviewing & approving requisitions  submitted by requisitioners.
  • Assign the buyer: A buyer is responsible for executing the procurement process once a requisition has been approved.


Step 6. Review and Submit

  • Double-check all information before finalizing.
  • 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: