Add Purchase Requisition

To add a new Purchase Requisition, click + Add Purchase Requisition available at the top-right corner of the Purchase Requisition page.

In Purchase Requisition, there are three tabs available for configuration:

• Purchase Requisition Properties

• Item Details

• Terms and Conditions

Purchase Requisition Properties | Basic Details

The Purchase Requisition Properties tab is used to configure PR information, contract references, vendor details, requester information, and procurement-related configurations before adding line items and submitting the PR.

Label	Action	Description / Example
PR Information
Title	Enter the title	Used to provide the title or summary for the Purchase Requisition. Example: Laptop Procurement for the IT Team.
Currency	Select a currency from the dropdown	Used to define the transaction currency for the Purchase Requisition. Example: USD, INR, or EUR.
Status	Select a workflow status from the dropdown	Displays and manages the Purchase Requisition's current workflow state. Example: Draft, Waiting for Approval, or Approved.
Status Date	Select the date	Displays the current workflow status date associated with the Purchase Requisition. Example: 21 May 2026.
Priority	Select the priority from the dropdown	Used to define the priority level of the Purchase Requisition. Example: Low, Medium, High, or Critical.
Location	Select a location from the dropdown	Used to associate the Purchase Requisition with a specific branch or operational location.
Requested By	Select a requester from the dropdown	Used to define the user requesting the Purchase Requisition.
Requested Date	Select the requested date	Used to define the date on which the Purchase Requisition was requested. Example: 20 Mar 2026.
Required Date	Select the required date	Used to define the expected procurement or delivery date for the requested items or services. Example: 28 Mar 2026.
Reporting Manager	Select the reporting manager from the dropdown	Used to associate the requester’s reporting manager for approval or tracking purposes.
Description	Enter the description	Used to provide detailed information about the Purchase Requisition requirement. Example: Procurement request for employee onboarding laptops and accessories.
Contract Reference
Contract Type	Select the contract type from the dropdown	Used to associate a contract category with the Purchase Requisition. Example: AMC, Service Contract, or Procurement Contract.
Contract Reference	Select the contract reference from the dropdown	Used to map an existing contract reference associated with the Purchase Requisition. Example: AMC-2026-001.
Contract Revision	Enter the contract revision	Used to define the revision version of the associated contract. Example: Revision 2 or v1.1.
Vendor Details
Vendor	Select a vendor from the dropdown	Used to associate the vendor with the Purchase Requisition. Example: Dell Suppliers, Cisco Distributor, or HP Vendor.
Payment Terms	Select payment terms from the dropdown	Used to define payment conditions associated with the Purchase Requisition. Example: Net 30, Advance Payment, or Quarterly Payment.
Ship Via	Select the shipping method from the dropdown	Used to define the shipment or delivery method for the requested items. Example: Courier, Air Freight, or Direct Delivery.
FOB Point	Enter the FOB point	Used to define the Freight On Board location or shipment transfer point. Example: Bangalore Warehouse or Chennai Port.
Type	Select the requisition type	Used to define whether the Purchase Requisition is for internal or external procurement. Example: Internal or External.
Pay Tax To Vendor	Enable or disable the toggle	Used to define whether applicable tax payments should be made directly to the vendor.
Pay On Receipt	Enable or disable the toggle	Used to define whether payment should be processed upon receiving the requested items or services.
Inspection Required	Enable or disable the toggle	Used to define whether the requested items require inspection before approval or acceptance.
Next	Click Next
Cancel	Click Cancel	Cancels the Purchase Requisition creation process without saving changes.

Click Next to proceed to the Item Details tab for configuring line items, procurement costs, and related item information.

• Fields marked with an asterisk (*) are mandatory and must be completed before proceeding.

• To create and configure custom fields for Purchase Requisition, click here.

Item Details | Basic Details

The Item Details tab is used to add and manage line items associated with the Purchase Requisition. Users can configure procurement-related item information required for the procurement process.

The Item Details section allows users to configure:

• Item Name

• Item Type

• Category and Sub-Category

• Quantity

• Unit Cost

• Tax Rate and Tax Amount

• Loaded Cost

• Conversion Factor

• Consignment Details

• Order Unit

• Model Details

• Commodity Code

• Vendor-related Item Details

• Custom Line Item Fields based on field configuration and RBAC permissions

Users can:

• Add line items manually using the + Add Item option

• Upload multiple line items using the Upload as CSV option

• Download a predefined CSV template using the Download Sample CSV option

• Configure visible line item columns based on permissions and field configurations

• View calculated values such as Subtotal, Tax, and Grand Total

After configuring the required line item details, click Next to proceed to the Terms and Conditions tab.

Terms and Conditions | Basic Details

The Terms and Conditions tab is used to configure shipping details, billing information, and procurement terms associated with the Purchase Requisition. Users can define delivery addresses and apply predefined terms and conditions required for procurement processing.

Label	Action	Description/ Example
Shipping Address	Enter the shipping address details	Specify the delivery address for the requested items. Example: Infraon Technologies, Bangalore Office, 5th Floor, MG Road, Bengaluru – 560001
Billing Address	Enter the billing address details	Specify the billing or invoice address associated with the Purchase Requisition.
Same as Shipping Address	Check to copy the shipping address into the billing address field	Automatically copies the Shipping Address details into the Billing Address field.
Terms and Conditions	Select the required terms and conditions from the drop-down	Used to apply predefined procurement terms for the Purchase Requisition. Click here to configure Terms and Conditions.

Fields marked with an asterisk (*) are mandatory and must be completed before submitting the Purchase Requisition.

Once all required details are configured, click Submit to complete the Purchase Requisition.