Create New Purchase Requisition

Creating A New Purchase Requisition

1. Hover over the "Purchase" option in the side navigation bar. Click on "Purchase Requisition" option from the dropdown menu. You will be directed to Purchase Requisition List.
   
   
   
   
   
2. On the Purchase Requisition List, click the "New Requisition" button located at the top right corner. This will open the Purchase Requisition form.
   
   
   
   
3.  Add the vendor and fill details and after filling in the details, click on the "Save" button. This action saves the requisition in draft mode, which can be reviewed and edited before approval.
   
   
   
   
4. Navigate back to the Purchase Requisition list page. Locate and Click on saved draft requisition for the approval process.
   Note: You can Use Filter to find the Draft Requisition
   
   
   
   
5. Open the draft requisition by clicking on it from the list. Inside the requisition, click the "Approved by"  dropdown and select the approver from the dropdown list. Click the "Requisition Status" dropdown and choose approve. To finalize the Requisition approval Click on Save button.
   
   
   
6. Once the requisition is approved, We have the option of converting it to a Purchase Order and also it can be printed as a report for documentation.