Raise a requisition

Capture what needs buying, route it for approval, then convert the approved request into a purchase order.

A requisition is an internal request to buy something. It records what is needed and why, routes for approval, and once approved converts into a purchase order addressed to a vendor. Requisitions often originate from a Production planning shortage, but you can raise one directly.

Create the requisition

  1. Go to Purchasing > Requisitions and select New requisition.
  2. Add line items: pick the item, the quantity, and an optional estimated price. Each line's total rolls up into the requisition total.
  3. Add notes for context. Save. The requisition is created in Draft with a generated number.

Route it for approval

  1. With at least one line item, select Submit. The requisition moves to Submitted and is no longer editable.
  2. An approver selects Approve (to Approved) or Reject (back to a rejected state, with a reason).
  3. A rejected requisition can be reopened to Draft, edited, and submitted again.

Convert to a purchase order

  1. Open an Approved requisition and select Convert to purchase order.
  2. Choose the vendor to address the order to. Workcell copies the line items onto a new PO in Draft and links it back to the requisition.
  3. The requisition moves to Closed. Continue in Create a purchase order to send the PO.
Draft -> Submitted -> Approved -> (convert) -> Purchase Order
            |
         Rejected -> (reopen) -> Draft

Where to go next