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A Requisition document is an internal form used within an organization to formally request the purchase of goods or services. It specifies what is needed, who is requesting it, and when it is required. It ensures that every purchase is properly authorized, budgeted, and recorded before any external order is made.
A Requisition is used This document serves as the primary option to request and initiate the processing of goods, services, or other resources needed by a department or project. It serves any type of project resource. It acts as the starting point for procurement, transfer, or production activitiesand forms the basis for subsequent transactions such as Purchase Orders, Subcontractor Agreements, and Resource Planning.
How to create
A Requisition can be created from the following locations:
Purchasing Section
Purchasing → Purchasing documents → Requisitions
Click Create to open the Requisition (create) form.
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Project
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Costing
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section
The user can create a Requisition directly from the Project Management screen Costing screen as well. The system will automatically link it to the right project and budget.
Project Costing → Project Management Documents → Requisitions
Main Tab
The Main tab contains the general information about the Requisition. Key fields include:
Recipient - The department or warehouse that will receive the requested items or services.
Requested By - The employee who created or requested the items.
Required Date - The date by which the requested items or services are needed.
Customer Order - Reference to a related customer order, if applicable.
Project - Links the Requisition to a specific project, if project-related.
Status - Shows the current stage of the document (e.g., Draft, Waiting for Processing, Waiting for Approval).
Entity - Indicates the entity responsible for the Requisition.
Basis - Refers to the source document (Customer Order, Project Estimate, or Production Order) from which data can be filled using the Fill by Basis button.
Required Period - Defines the time frame within which the requested goods or services are needed or expected to be fulfilled.
Inventory and Services Tab
This tab lists the requested items or services, including details of quantity, UOM, and fulfillment method.