Purchase Requisitions

Purchase Requisitions document planned spending before you create a purchase order or bill. Teams submit line items with amounts, route them for approval, and convert approved requisitions into the right downstream document.

Key capabilities

• Create requisitions with optional description and line items (description + amount)
• Optional vendor on the header
• Status lifecycle: Draft → Submitted → Approved → Converted (or Rejected)
• Submit drafts for approval; approvers act from the list
• Convert approved requisitions to a Bill or Purchase Order
• Search across requisition numbers and descriptions
• Integration with approval workflows when configured

How it works

A requisition captures intent and amount before procurement documents exist. After approval, conversion creates the target bill or PO and links back to the requisition so the trail stays intact.

flowchart LR
  draft["Draft"] --> submitted["Submitted"]
  submitted --> approved["Approved"]
  submitted --> rejected["Rejected"]
  approved --> bill["Convert to Bill"]
  approved --> po["Convert to PO"]
  bill --> converted["Converted"]
  po --> converted

How to use it

1. Open Purchase Requisitions under Payables.
2. Click New Requisition, add at least one line with description and amount, and save.
3. Submit when the request is ready for approval.
4. Approvers review submitted rows and click Approve.
5. On approved requisitions, click To Bill or To PO to create the downstream document.
6. The requisition moves to Converted once linked to its bill or PO.

Pro tips

• Use requisitions for spend you want approved before commitment — especially outside standing vendor contracts.
• Add a vendor early when you know who you will buy from; it flows into the converted document.
• Convert to PO for inventory and goods; convert to Bill when the invoice is already in hand.
• Rejected requisitions stay in the list for audit — create a new draft if you need to resubmit.
• Pair with AP Approval Workflow so submitted requisitions follow your firm's policy.

In-depth guide

When to use requisitions vs. bills or POs

Status reference

• Draft — editable, not yet in the approval queue
• Submitted — awaiting approver
• Approved — ready to convert
• Rejected — not approved; start a new draft if needed
• Converted — linked to a bill or purchase order