Requisitions

Requisitions are internal purchase requests. They help departments request goods or services before the buyer starts sourcing.

Workflow

Draft -> Submitted / Pending Approval -> Approved
                                      -> Rejected
                                      -> Cancelled

Creating a Requisition

1. Go to Requisitions -> Create.
2. Enter department code and needed-by date.
3. Select currency.
4. Add product lines from Inventory where available, or use free-text descriptions.
5. Enter requested quantity, unit of measure, estimated unit cost, and notes.
6. Save as Draft.

Submitting and Approving

1. Open the draft requisition and click Submit.
2. SikaBooks finds the approval policy by amount and department.
3. Approvers act from the Approval Queue.
4. Approval moves the request forward; rejection requires a comment.

Once approved, the request can be sourced through RFQ and then awarded into a draft PO.