Purchase Requisition Template
Blog: Flokzu
Companies usually have (or should have) process for managing the acquisition of new products and services. This Purchase Requisition Template was designed to support the request/approval of each new necessity.
The Purchase Requisition Template is similar to the Supply Request Template, but was specifically intended for those cases where the amount of the purchase is greater and requires more detailed evaluation.
Advantages of automating the Purchase Requisition Process
- Provide a formal path for employees to submit a new purchase requisition
- Manage requests in a timely manner, without papers
- The requester can quickly access the status of his request, see which steps were already completed and by whom (audit trail)
- Automatic email notifications will be sent if the requisition is approved/rejected
- It is possible to extend the flow and further steps (like the evaluation of Vendors)
Workflow of the Purchase Requisition Template
Template’s form fields:
- Type of purchase (Service, Good, both)
- Purchase description
- Cost estimation
- Requesting Department
Each stage of the workflow should be assigned to the role which has to work on it. In this Template, any member of the organization can submit a new purchase requisition.
Double click each stage (the icons on the diagram) to see the settings of the Purchase Requisition Template. Double-click the exit transitions of the Gateway to see which conditions divide the flow.
Remember that this and all of our process templates have System Roles (All Users, Administrator, etc.) as assignees for each task. This video will quickly show you how to import and customize a process template:
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