Creating purchase requisitions

You create the purchase requisition to gain approval for purchasing products or services.

1. Select Procurement > Requisitions & Purchase Orders > Purchase Requisitions and click Add.
2. On the General tab, specify the name, requisition details, and vendor.
3. On the Shipping tab, add the details that are necessary for shipping the products.
4. On the Line Items tab, add products to the purchase requisition.
5. Optional: On the Notifications tab, add reviewers who must approve the record before it is issued.
6. Click Create Draft.
7. Click Issue.

What to do next

If the distribution list does not contain reviewers, the purchase requisition is immediately issued. If the distribution list contains reviewers, the purchase requisition is issued when all reviewers give approval. When the purchase requisition is issued, you can complete the purchase requisition.