Raise a requisition
Ask for items or services to be procured, rather than for a payment.
A requisition asks for things, not money. You describe what you need and how many; procurement finds the vendor and the price. Office supplies, equipment, materials, a service.
Opening the form
Raise a request → Request an item, at /payment-requests/new.
Per line
| Question | Required? | Notes |
|---|---|---|
| What do you need? | Yes | The description. Up to 1,000 characters — be specific enough that procurement can source it: specification, preferred brand, a suggested vendor if you have one. |
| How many? | Yes | Quantity. At least 1. |
| How urgent is it? | No | Low, Normal, High or Urgent. Defaults to Normal. |
| When do you need it by? | No | The date you need it in hand. |
Add another item adds a line — one per distinct item. As with every workflow you can attach quotes or specifications, leave a note for your approvers, and link a project.
There is no amount field, and the footer carries no running total. Pricing is procurement's job and lands when the requisition becomes a purchase order — which is the whole point of raising a requisition instead of a payment request.
Specific enough to buy against without a follow-up conversation.
Quantity is required. Urgency and the required-by date help procurement sequence the work.
It enters review and appears in your recent requests. You land on its request page.
Reusing a past requisition
On a wide screen a rail of Your recent requisitions sits beside the form. Use again copies that requisition's lines — description, quantity and urgency — into the form you are filling in. The required-by date is not copied; a date from last month is never the date you want.
What happens next
| Stage | What it means |
|---|---|
| Awaiting review | Submitted. Waiting for a reviewer. |
| Awaiting approval | Reviewed. Waiting for the approver(s). |
| Approved | Cleared for procurement to raise the order. |
| Converted | A purchase order has been created from it. |
A requisition has exactly one ending: convert it to a purchase order. It is never posted as a payment.
Related
- Convert a request — requisition to draft purchase order
- The request page — what you see once it is raised
- Approve a request — how the decision is made
- Spend — the whole module