Creating and coding a requisition

Save time on purchasing with Zudello's lightning-fast requisition creation. This guide explains how to create and code requisitions and submit them for approval. Once approved, requisitions will automatically convert to approved purchase orders.

Best practices

To ensure smooth document processing:

• Work through document fields from top to bottom
• Ensure all required fields are completed before submitting
• Check document totals are correct before submission
• Follow your team's document numbering conventions
• Attach any relevant supporting documentation

Creating a requisition

This article details how to create a requisition and submit it for approval. This process can also be used to code and submit requisitions that were converted from a quote or duplicated from an existing requisition.

If your team creates and approves purchase orders directly, see creating-and-coding-a-purchase-order.

Contact your organisation administrator if you are unsure of the document flow for your team.

Creating and coding a requisition

To begin coding a new requisition, you can either:

• Create a new requisition:
  1. Click the Requisition submodule.
  2. Click New Requisition.
  3. Click Create.
• Find a converted requisition:
  1. Find the existing requisition using filters or the search bar if needed.
  2. Click the requisition to open it.

For help converting a quote to a requisition, see converting-a-quote-to-a-requisition-or-purchase-order.

• Duplicate and edit an existing requisition:
  1. Find the existing requisition using filters or the search bar if needed.
  2. Click the requisition to open it.
  3. Click ... at the top of the document.
  4. Click Duplicate.

Code the requisition:

1. Click Type and select the relevant requisition type from the drop-down menu.
2. Complete all header level information:
   • Fill in the document number.
     • If document numbers are greyed out, your team uses auto-generation.
     • If entering manually, follow your team's numbering conventions.
   • Fill in or check date fields, currency and any other required field.
   • Select a company:
     • Click Match with this supplier.
     • Search and select the supplier from the drop-down menu.
   • Add a delivery address, or choose from an existing address.
3. Enter line level information:
   • Double-click the stock code field and search by SKU or description.
   • Enter or edit the line description if required.
   • Fill in any required coding fields by double-clicking the field and selecting from the drop-down.
   • Fill in the required quantities and check or enter the pricing.
   • Line totals calculate automatically.
4. Document totals automatically calculate based on line items:
   • If line prices include tax, turn on the Are the line totals inclusive of tax? toggle.
   • Double-check all totals.
5. Click Save and submit.

The requisition then moves through your team's approval process. Once approved, it automatically converts into a purchase order in Pending status and continues through the purchasing document flow.

For more information on the standard flow of purchasing documents, see standard-purchasing-flows.

Need help?

Contact your organisation administrator or Zudello support for assistance with creating purchase requisitions and orders.