Create a Purchase Requisition

Purpose

Learn how to initiate an internal purchase requisition (indent) for required materials, assign delivery warehouse, item quantities, and understand the workflow transition before submitting for approval.

Training example

Requirement ID 10140; Requirement For: Product; Requirement Type: Product Requirement; Organization: SunONE Technologies Pvt. Ltd.; Warehouse: Pune Main Warehouse; Currency: INR; Line item: GZ-2644, Quantity: 1.

Instructions

1. Navigate to Procurement / SCM > Requirements.
2. Review existing requisitions to avoid duplicate demand requests.
3. Click New Requirement / Create Requirements.
4. Set Requirement For to Product.
5. Enter requisition description: Sample training requirement for one existing demo product.
6. Select destination warehouse (Pune Main Warehouse), Organization (SunONE Technologies Pvt. Ltd.), Currency (INR), and Organization Unit (Domestic).
7. Click Save. Note the generated Requirement ID 10140 in status Created.
8. Click the Items tab to attach product items to the requisition.
9. Add product GZ-2644 with Quantity 1.
10. Inspect the saved line item: verify product ID, quantity, and observe the item UOM field. Stop before submitting for approval if UOM is blank.

Expected result

Requirement 10140 is generated in Created status with linked line items. No commitment or purchase order is posted.

Downstream effects

Requisitions represent internal demand. Approved requisitions are converted to Purchase Orders. Incomplete line specifications (such as missing UOM) intentionally block downstream PO generation.

Related guides

Continue to 22000: Create and Approve a Purchase Order or view 20000 with screenshots.