Requisitions

A requisition is a purchase request an employee submitted from the Employee Portal. It lands here for Procurement to review, and the status you set on it is what the employee sees on their end. Testing Hub has none on file yet, so its Requisitions page currently shows Total Requests, Pending Review, Approved, and Fulfilled all at zero.

Review a request

1
Click Review on a request.
2
The panel shows the requester, the project it's linked to, category, quantity, estimated cost, a preferred vendor if the employee named one (or "Open sourcing" if they didn't), and when it's needed by.
3
Pick a Next Status: Under Review, Approved, Rejected, Ordered, or Fulfilled.
4
Add Procurement Notes for internal context, such as sourcing decisions or next steps.
5
If you choose Rejected, a Rejection Reason field appears and is required.
6
Save Update stays disabled until it's filled in.
7
Click Save Update. The employee sees the new status immediately on their own Procurement page.

Rejected and Fulfilled are final

Once a request is saved as Rejected or Fulfilled, the review panel locks: Next Status, Procurement Notes, and Rejection Reason all become read-only. There's no way to reopen or change a closed request from here.

Requests without a project

Every new request is linked to a project when it's submitted, and the table's Project column shows it. Requests that predate this link show Unlinked (legacy) there instead. Opening one of these shows a Link this request to a project panel above the usual review fields; pick a project there before Save Update becomes available, since a legacy request can't move to a new status until it has one.

The categories

A request's category is one of Office Supplies, IT Equipment, Facility Maintenance, Professional Services, Marketing, Logistics, or Other, set by the employee when they submitted it.

Turning an approved request into an RFQ

Approving a request doesn't place an order by itself. Once a request is Approved, it becomes available to convert into a request for quote. See RFQ/RFP for that step.