# Raise a purchase requisition (/docs/purchasing/requisitions)

A purchase requisition is the request to buy. Purchasing turns it into a purchase order once the
approvers have signed. Open **Purchasing > Purchase requisitions**.

```mermaid
%% title: Purchase requisition status flow
flowchart LR
  A[Draft] -->|Submit| B[Submitted]
  B -->|Approve · e-sign| C[Approved]
  B -->|Reject| D[Rejected]
  D -->|Reset to draft| A
  C -->|Create purchase order| E[Converted]
```

## Raise a requisition [#raise-a-requisition]

<Steps>
<Step>

Choose **Add**, then fill in **New purchase requisition**. Set **Purchase type** (Production or
Project), **Category** and **Needed by**. **Requested by** fills itself with your name. Add the lines with quantity and unit.
Unit prices are estimates. The buyer confirms them on the purchase order.

</Step>
<Step>

For stock bought for a customer order, set **For sales order**. For a project requisition, enter
**Project**, **Site** and the budget. The budget is the untaxed total of the lines.

</Step>
<Step>

Choose **Save**. The requisition is in **Draft**. Only a draft can be edited.

</Step>
<Step>

Choose **Submit**. The requisition moves to **Submitted** and goes to its approvers. See
[How purchase approvals work](/docs/purchasing/approval-ladder).

</Step>
</Steps>

<GuideStep
  title="Requisitions and purchase orders"
  description="The purchasing list shows requisitions and purchase orders together, with the next step for each."
  src="/guide/requisitions/1.png"
  alt="Purchasing list on desktop with requisitions and purchase orders, their next step and status chips, and the Add button"
  width={1440}
  height={1000}
  callouts={[
    { x: 97, y: 9, caption: "Add starts a new purchase requisition." },
    { x: 22, y: 37, caption: "Number and document: Requisition or Purchase order." },
    { x: 77, y: 37, caption: "Next step, for example Approve requisition." },
    { x: 92, y: 37, caption: "Status chip: Draft, Submitted, Approved, Rejected or Converted." },
  ]}
/>

## Approve or reject a requisition [#approve-or-reject-a-requisition]

You see **Approve · e-sign** and **Reject** only on a **Submitted** requisition, and only when you
hold one of its open approval levels. You cannot approve your own requisition. The confirmation
names the requisition and its quantity and unit, so you sign knowing how much is asked. The
**Purchasing** list can show a **Qty** column: turn it on under **Columns**.

<Steps>
<Step>

Open the requisition, for example `PR-2026-0281`. Check the lines and the approval strip.

</Step>
<Step>

Choose **Approve · e-sign** and sign. When your level is the last one, the requisition becomes
**Approved**. Otherwise it stays **Submitted** and the next level is waiting.

</Step>
<Step>

To refuse, choose **Reject** and type the reason (at least 4 characters). The requisition becomes
**Rejected**. The requester chooses **Reset to draft**, corrects it and submits again.

</Step>
</Steps>

## Turn an approved requisition into a purchase order [#turn-an-approved-requisition-into-a-purchase-order]

<Steps>
<Step>

Open an **Approved** requisition, for example `PR-2026-0285`.

</Step>
<Step>

Choose **Create purchase order** and sign. A draft purchase order opens. It starts with the item,
quantity and supplier from the item record. A project requisition becomes a contract order: choose
the contractor on it.

</Step>
<Step>

The requisition shows **Converted**. Continue in
[Issue a purchase order](/docs/purchasing/purchase-orders).

</Step>
</Steps>

<GuideStep
  title="A draft requisition on the phone"
  description="The same record on a 375 px screen. Buttons stay within reach of the thumb."
  src="/guide/requisitions/2.png"
  alt="Purchase requisition PR-2026-0283 on mobile showing status Draft and the Submit button"
  width={375}
  height={812}
  callouts={[
    { x: 50, y: 10, caption: "Requisition number and status." },
    { x: 50, y: 45, caption: "Lines and quantities." },
    { x: 50, y: 92, caption: "Submit sends the requisition for approval." },
  ]}
/>

<GuideStep
  title="A draft requisition on the desktop"
  description="Edit the requisition while it is in Draft. Approval levels appear once it is submitted."
  src="/guide/requisitions/3.png"
  alt="Purchase requisition PR-2026-0283 on desktop showing status Draft, lines and the Submit button"
  width={1440}
  height={1000}
  callouts={[
    { x: 80, y: 14, caption: "Submit sends the requisition for approval." },
    { x: 50, y: 35, caption: "Purchase type, category, needed-by date and requester." },
    { x: 50, y: 60, caption: "Lines with quantity, unit and estimated price." },
  ]}
/>

## If the system refuses [#if-the-system-refuses]

Common refusals on a requisition:

- `Only draft requisitions can be edited`: submit has locked it. Ask the approver to
  **Reject** it, then **Reset to draft**.
- `The approver must be someone other than the requester`: ask another approver to sign.
- `Consignment items are not purchased`: the item belongs to the customer. Do not create an order.

Every message, with the fix, is in [Purchasing refusals](/docs/purchasing/refusals#requisitions).

<NextSteps>

<NextStep href="/docs/purchasing/approval-ladder" title="How purchase approvals work" description="Who signs which level, and what happens over a limit." />

<NextStep href="/docs/purchasing/purchase-orders" title="Issue a purchase order" description="Approve and send the order to the supplier." />

<NextStep href="/docs/purchasing/refusals" title="Purchasing refusals" description="Every message and what to do." />

</NextSteps>