Requisition statuses
What each requisition status means and which actions are available in it.
Every requisition sits in exactly one status. The status controls what you can do next and whether the request can still be edited.
The statuses
| Status | Meaning | What you can do |
|---|---|---|
| Draft | Being prepared. Line items are still editable. | Submit, or cancel. |
| Submitted | Routed for approval. No longer editable. | Approve, reject, or cancel. |
| Approved | Signed off and ready to buy. | Convert to purchase order (which closes it), or cancel. |
| Rejected | Sent back by an approver, with a reason. | Reopen (back to Draft). |
| Closed | Finalized, usually after converting to a PO. Read-only. | None. |
| Cancelled | Withdrawn. | None. |
How they connect
The following diagram shows how a requisition moves between statuses:
- A requisition can only be submitted once it has at least one line item.
- Reject returns a submitted requisition to a rejected state; reopen then returns it to Draft so it can be revised and submitted again.
- Converting an approved requisition to a purchase order is what moves it to Closed.
Editing rules
- Line items can be added, changed, removed, and reordered only while the requisition is in Draft.
- A requisition can be deleted while it is in Draft, Rejected, or Cancelled.
Where to go next
- For the steps, see Raise a requisition.
- For the order it becomes, see Purchase order statuses.