Requisition

What is Requisition?

A requisition is a formal request made by an employee or department within a company to procure goods or services. It serves as the first step in the procurement process, ensuring proper authorization and record-keeping before proceeding with a purchase.

Key Points About Requisition:

  • Purpose:

    • It initiates the purchasing process by requesting necessary items or services.

    • Helps maintain organized internal records and budget control.

  • Difference from Purchase Order:

    • A requisition is the request for approval to purchase, while a purchase order is the document used to finalize and execute the purchase.

    • A requisition always precedes a purchase order.

  • Importance in Organizations:

    • Facilitates clear communication between departments.

    • It helps large organizations manage accounting and finances more efficiently.

The Requisition Process:

  • Filling Out a Requisition Form:

    • The requesting employee or department completes a requisition form specifying the required goods or services.

  • Submission for Approval:

    • The form is submitted to the finance or procurement department for review and approval.

  • Authorization:

    • The requisition is either approved or returned for clarification or adjustments.

  • Transition to Purchase Order:

    • Once approved, the requisition is converted into a purchase order to proceed with the purchase.

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