Who this guide is for Employees, department administrators, and buyers requesting goods or services.
Before you start Know what is needed, the quantity, requested date, delivery location, business purpose, budget or cost center, and suggested supplier if known.
Steps 1. Open Procurement and select the command to create a requisition. 2. Choose the requesting department, delivery location, cost center, and needed-by date. 3. Add item or service lines with clear descriptions, quantities, units, estimated prices, and supporting notes. 4. Attach quotes or approval evidence when your organization requires them. 5. Review the total and submit the requisition to the assigned approval route.
Check your work The requisition describes the business need clearly and is in the correct pending or approved status.
When to stop and ask for help Stop if the request exceeds budget, needs an exception, or lacks a clear business purpose.