Quick Start: Creating Your First Purchase Requisition

A Purchase Requisition is an internal request to buy goods or services.

Steps:

1. Navigate & Create: Go to Purchasing > Requisitions and click New Requisition, then Create.
2. Add Header Details:
   • Select the Type (e.g., "Standard Requisition").
   • Enter a Document Number (if not auto-generated).
   • Verify Date Issued and Currency.
   • Under Company, click Match with this supplier and select the intended supplier.
   • Add a Delivery Address.
3. Add Line Items:
   • Scroll to the Items grid.
   • Double-click in the Stock Code field, search/select an item, or type a Description.
   • Enter the Quantity and Unit Price.
   • Complete required coding fields for the line (e.g., Account Code, Department).
   • Repeat for all items needed.
4. Review & Submit: Check the overall totals, then click Save and Submit.

What Happens Next?

The requisition status changes to Approval and is routed for internal sign-off. Once fully approved, it typically converts automatically into a Purchase Order ready to be placed.

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Related How-To Guides:

• Creating and Coding a Requisition