Create Purchase Requisition

Create a new purchase requisition to request authorization for a purchase. The form opens as a full-page document editor. After approval, the PR can be used to generate Requests for Quotation (RFQs) and Purchase Orders (POs).

Notes

This page is currently DEV-gated and only visible in development environments.

Accessing the Page

From the Purchase Requisitions list, click New Requisition, or navigate directly to /commerce/procurement/requisitions/new.

Form Overview

Section	Description
Document Header	Vendor (optional), dates, requester, addresses, and reference fields
Line Items	Editable table of items being requested

A footer bar contains the Create Requisition and Cancel buttons.

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Document Header Fields

Field	Required	Type	Description	Default	Validation
Vendor	No	Entity select	Preferred vendor (optional at creation)	—	Partner on hold blocks submission if selected
Date	Yes	Date	Document date	Today	—
Required By	No	Date	Date by which goods are needed	—	—
Currency	Yes	Select	Document currency	Company default	—
Payment Terms	No	Entity select	Payment terms	Vendor default if vendor selected	—
Price List	No	Entity select	Price list	Vendor default if vendor selected	—
Contact	No	Entity select	Vendor contact person	—	—
Billing Address	No	Entity select	Billing address	—	—
Shipping Address	No	Entity select	Shipping/delivery address	—	—
Requester	No	User select	User submitting the requisition	—	Active users only
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Remarks	—	—
Disc %	No	Number	Document-level discount	0	0–100

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Line Items

Column	Required	Description	Validation
Item	Yes	Item code	Must select an item
Description	No	Line description	—
Warehouse	Yes	Destination warehouse	Must select a warehouse
Qty	Yes	Quantity requested	Must be greater than 0
Unit Price	Yes	Estimated unit price	—
Disc %	No	Line discount	0–100
Tax Category	Yes	Tax category	Must select a tax category
Tax Amount	—	Computed tax	Read-only
Price After Disc.	—	Price after discount	Read-only
Line Total	—	Computed total	Read-only

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Validation Rules

Rule	Behavior
At least one line	Submission blocked if no line items exist
Quantity positive	Each line must have a quantity greater than 0
Warehouse required per line	Each line must have a warehouse selected
Tax category required per line	Each line must have a tax category selected
Vendor on hold	Submission blocked if the selected vendor is on hold

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Post-save Behavior

After creation:

• The PR is saved with status Draft.
• You are redirected to the Purchase Requisition Detail page.
• A success notification confirms creation with the document number.

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Common tasks

1. Click New Requisition from the Purchase Requisitions list.
2. Set the Required By date and add a Requester.
3. Add line items with item code and estimated quantity.
4. Click Create Requisition to save the draft.

Permissions & system behavior

• Creating PRs requires Write permission.
• After creation, the PR must be approved before it can be used to create RFQs or POs.

Related Pages

• Purchase Requisitions — List all PRs
• Purchase Requisition Detail — View and approve a PR
• Edit Purchase Requisition — Edit a draft PR
• Requests for Quotation — RFQs sourced from approved PRs