Part Request (Requisition)

Raise a purchase requisition to request parts, consumables, or materials for maintenance or stock replenishment. This guide covers creating a requisition with searchable part selection, setting priority and budget, adding line items, and the approval workflow from Draft through to conversion into a Purchase Order.

Module: Procurement · 7 steps · all roles

Browse Requisitions
1 Open Requisitions List

Navigate to Procurement → Requisitions or go to /procurement/requisitions. The list shows all purchase requests with their number, type, priority, status, and total value.

Requisitions list showing request numbers, types, priorities, statuses, and total values
2 Filter & Columns
FilterDescription
TypePurchase, Repair, Exchange, or Loan.
PriorityNormal, Urgent, or AOG.
StatusDraft, Submitted, Approved, Converted, or Cancelled.
Create a Requisition
3 Open Request Form

Click + New Requisition to open the form at /procurement/requisitions/new. Fill in the header:

FieldRequiredDescription
TypeYesPurchase, Repair, Exchange, or Loan.
PriorityYesNormal, Urgent, or AOG.
Required DateNoDate by which the parts are needed.
DescriptionNoPurpose or reason for the request.
BudgetNoEstimated budget for the request.
RemarksNoAdditional notes.
Requisition form with type, priority, required date, description, budget, and part search fields
4 Add Line Items

Use the Part Search field to find parts from the master catalogue. Select a part to add it as a line item:

FieldDescription
Part SearchTypeahead search by part number or name.
QuantityNumber of units required.
UoMUnit of measure (auto-filled from part master).
Estimated CostPer-unit cost estimate.
NotesLine-level notes (e.g. serial number preference).

Click Add Item to add the line. Repeat for each part needed. The Running Total updates as you add lines.

Requisition form showing line items table with part numbers, quantities, costs, and running total
You can add multiple parts to a single requisition. Each line item can have different quantities and cost estimates.
5 Submit the Request

Click Save to create the requisition in Draft status. From the detail page, advance the workflow:

ActionEffect
SubmitSends to approver. Status changes to Submitted.
EditModify header or line items (only in Draft/Submitted).
CancelCancels the requisition.
Once a requisition is Approved, it can be converted into a Purchase Order. Line items are automatically carried over.
Approval Workflow
6 Workflow Steps
StatusWhoNext
DraftRequesterSubmit → Submitted
SubmittedRequesterApprove → Approved
ApprovedManager / AdminConvert to PO → Converted
ConvertedSystemAuto-set when PO is created.
CancelledAny stageTerminal state.
7 Cross-Links
ActionGuide
Convert to purchase orderPurchase Orders
Receive ordered goodsGoods Receipt Acceptance
Check current stock levelsStock Check
Browse parts catalogueParts Catalogue
Manage suppliersSupplier Management