Requisition in Purchase
The Requisition screen turns stock demand into purchase documents. It compares what you hold, what is already on order and what your reorder levels say you should hold, then lets you raise purchase orders or invoices for the shortfall in one action.
Where to find it
Go to Purchases > Requisition.
Top Filters
| Filter | What it does |
|---|---|
| Supplier | Filter demand by the primary vendor assigned to items. |
| Location | Select a warehouse to see its own demand. If set here, the location becomes fixed in the form below. |
| Category | Filter items by inventory category, such as Raw Materials or Finished Goods. |
| Search | Find a specific item by name or code. |
Requisition Table Fields
| Column | Description |
|---|---|
| Selection Checkbox | Tick individual items, or use the header checkbox to select and deselect everything at once. |
| Items | The item name and code. |
| QOH | Quantity On Hand — the physical stock actually available at the selected location. |
| Purchase Order | How much is already ordered but not yet received. |
| Reorder Level | The minimum threshold. Stock below this triggers demand. |
| New Demand | The quantity the system calculates you need to return to optimal levels. |
| New Quantity | What you actually intend to buy. Editable. |
| Estimate Price | The expected unit price for the purchase. |
Read QOH and Purchase Order together before trusting New Demand. Stock already on its way from a supplier still counts as covering the shortfall — ordering again because it has not arrived yet is how businesses end up double-buying.
Requisition Actions
Once items and quantities are confirmed, a popup lets you process them.
| Action | What it does |
|---|---|
| Generate PO | Creates a formal Purchase Order for the selected items, to send to the supplier. |
| Generate PI | Creates a direct Purchase Invoice, where the goods and billing are being handled immediately. |
| Location | The delivery warehouse for the generated documents. Editable unless fixed by the top filter. |
| Supplier | Confirms the vendor who will receive the order or invoice. |
| Cancel | Discards the selection and returns to the list. |
How to raise a requisition
- Filter by Location, and by Supplier or Category if you are buying from one source.
- Review New Demand against QOH and quantities already on order.
- Adjust New Quantity for what you actually want to buy.
- Tick the items to include.
- Choose Generate PO, or Generate PI where goods and bill arrive together.
- Confirm the location and supplier in the popup, and process.
Note
Requisition only works as well as your reorder levels. If those are not maintained on the item records, New Demand has nothing meaningful to calculate from and the screen becomes a manual list rather than a planning tool.
Related pages
- Purchase Order — the document usually generated
- Purchase Orders List — what is already on order
- Direct Invoice — where goods and bill arrive together
- Purchases Overview — open commitments at a glance