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.
This document serves as the primary option to request and initiate the processing of any type of project resource. It acts as the starting point and forms the basis for subsequent transactions such as Purchase Orders and Subcontractor Agreements.
A Requisition can be created from the following locations-
Purchasing → Purchasing documents → Requisitions
Project Costing → Project Management Documents → Requisitions
The Main tab contains the general information about the Requisition.
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.
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.
This tab lists the requested items or services, including details of quantity, UOM, and fulfillment method.
Resource Type - Specifies the type of requested resources (e.g., Material, Service, Fixed Asset, Manpower, and all).
Content - Automatically filled with the item’s description; can be modified if needed.
Quantity - To enter the quantity of the item requested. For resource types “Manpower” or “Fixed Assets”, the quantity will be automatically recalculated based on the Resource Details columns if the request is raised in Shifts rather than in Hours.
Number of Resources - Shows how many resources (e.g., workers, equipment, or units) are required.
Quantity (UOM) - Indicates the requested amount of resources along with the unit of measure (e.g., months, weeks, days).
Start Date - The date when the resource or activity is planned to start.
End Date - The date when the resource or activity is planned to finish
Stock Balance - Shows the available stock quantity for the selected item in the system.
Remaining Budget - Indicates the remaining quantity in the project budget for this item.
Project Task - Refers to the specific project task related to the requisitioned resource.
Resource - Identifies the resource type or category (e.g., Material, Equipment, Manpower). Displays “Not Applicable” if no resource type is linked.
This screen allows users to allocate budgeted materials, labor, or other resources to specific project tasks. It ensures that only pre-approved quantities (as defined in the project budget) are assigned.
Picked Items Table - Displays all currently selected (picked) items for the task, pending confirmation or saving.
Ask Quantity - Allows the user to specify the amount of a resource to be picked.
To use, click Add Quantity, then select the relevant line item. A dialog box will appear where the required quantity can be entered.
Ask Resource Details - Opens a form for entering supplementary information about the resource.
To use, click Ask Resource Details, then select the specific line item. A dialog box will open for entering details such as location, assigned team, or remarks.
Using this option automatically fills item quantities based on how much budget is left in the project or cost center. It makes sure the total request doesn’t go over the available budget.
The Additional Information tab allows for the entry of supplementary remarks or internal notes related to the Requisition.
Transaction Remarks - free text field for internal comments.
Terms and Conditions - dropdown field indicating the applicable set of terms for this requisition, and further appears in the print form.
The Requisition Print Form provides a summarized view of the request, including requester details, project, and required date. It lists all requested items with quantity and UOM, along with notes or exclusions.
