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Purchase Requisitions

Where: Purchase → Requisitions.

Requisitions are requests to buy — they arrive here from other parts of the system, get a supplier per line, get approved, and become purchase orders.

Where requisitions come from​

You don't create them on this page. They arrive from:

  • Sales Orders — the "Create Purchase Requisition from Shortage" button on an order that's short of materials.
  • Production → Material Availability — the "Create Requisition" button on a shortage check.
  • The Smart Procurement Agent — its daily sweep or your "Create requisitions" click.

Working a requisition​

  1. Expand the row to see each line: product, required quantity, available stock, shortage (in red), estimated cost, and the Suggested Supplier.
  2. Set the supplier on every line — use the dropdown per line. Lines can keep "No supplier" but see the warning below.
  3. Optionally use the list-plus icon to add the product to a vendor's price list while you're at it — "Future AI quotes that use this product will automatically pick this vendor."
  4. Approve (or reject) the requisition.
  5. On an approved requisition, click Create PO — purchase orders are created grouped by vendor (one PO per vendor), and the requisition becomes Converted.
Lines with no supplier are skipped

When you Create PO, any line without a supplier is silently left out (you'll see a warning toast "N item(s) skipped — no supplier set"). Set a supplier on every line first, or you'll get a partial PO.

Statuses​

Draft → Waiting Approval → Approved → Converted (or Rejected). Suggested suppliers stay editable until the requisition is Converted.

Traceability​

Requisitions carry their origin with them — a requisition raised from a sales-order shortage links back to that order and its BOM, and the resulting PO's summary panel shows "↳ linked Sales Order / ↳ linked BOM".