Managing requisitions effectively ensures seamless coordination between field users / users who do not have permissions to submit orders to suppliers, and purchasing managers. Implement approval workflows for requisitions to ensure that only ready-to-work requests immediately reach purchasing managers, streamlining operations and enhancing efficiency.

All Requisitions are drafts until they are submitted.

If you have an approval workflow in place where some users only have permission to request orders / RFQs and not submit them, those users will only have the Approve Request option available when creating an order, and not the Place Order option.

Draft requisitions (orders and RFQs) are shown on the Open Activities / Requisitions page and will have one of the following statuses:

• Pending Approval
• Approved

Once an order is placed from a requisition, it moves to the Open Activities / Open Orders page. Once an RFQ is sent from a requisition, it moves to the Open Activities / RFQs page.

You can also convert a Material order requisition into a Request for Quote to send to the supplier.