Purchase Requests (Requisitions)

Browse Requisitions

1 Open the Requisitions List

Navigate to Procurement → Requisitions in the sidebar. The list loads at /procurement/requisitions showing all purchase requests ordered by creation date (newest first).

Each row shows the requisition number, type, priority, status, required date, total value, and the requester.

Requisitions list page with filters and New Requisition button

2 Filter & Search

Use the filter dropdowns at the top of the list:

Filter	Options
Type	Standard, Urgent, Stock Replenishment.
Priority	Low, Medium, High, Critical.
Status	Draft, Submitted, Approved, Converted, Cancelled.

Click any row to open the requisition detail page. Click + New Requisition to create a new one.

Create a Requisition

3 Open the New Requisition Form

Click + New Requisition on the list page, or navigate directly to /procurement/requisitions/new. The form opens with header fields and an empty line-items section.

4 Fill the Header Fields

Complete the requisition header:

Field	Required	Notes
Type *	Yes	Standard, Urgent, or Stock Replenishment.
Priority *	Yes	Low, Medium, High, or Critical.
Required Date	No	When the parts are needed by.
Description	No	Brief justification for the request.
Budget	No	Estimated budget for this requisition.
Remarks	No	Internal notes for reviewers.

Requisition form header with type, priority, date, and description fields

5 Add Line Items

Search for parts using the Part Search field. As you type a part number or description, matching parts appear in a dropdown. Select a part to add it as a line item.

Line Field	Notes
Part	Auto-filled from the search selection.
Quantity *	Number of units needed.
UOM	Unit of measure (auto-filled from part master).
Est. Cost	Estimated cost per unit.
Notes	Per-line remarks (reason, urgency, etc.).

Click Add Item to append the line. Repeat for each part needed. The Running Total updates automatically.

Requisition line items table with part search, quantities, and running total

You can add multiple parts to a single requisition. The running total helps verify the request stays within budget before submission.

6 Submit the Requisition

Click Create to save the requisition. It is created in Draft status. From the detail page, submit it for approval using the workflow button.

Requisition detail page showing line items and total

Once submitted, the requisition cannot be edited until it is returned to Draft. Make sure all line items and quantities are correct before submitting.

Workflow & Approval

7 Requisition Lifecycle

Requisitions follow this workflow:

Draft → Submitted → Approved → Converted

Status	Meaning	Who
Draft	Initial state. Can be edited freely.	Creator
Submitted	Sent for approval. Read-only.	Creator
Approved	Approved by manager/admin. Ready for conversion.	Manager / Admin
Converted	Converted into a Purchase Order.	Procurement Officer
Cancelled	Rejected or withdrawn at any stage.	Any authorized user

Approved requisitions can be converted to a Purchase Order directly from the detail page, pre-filling vendor and line items.