Requisition from a project
Choose a flow
Situation
The PM needs goods/services for a project.
Recommendation
Create a PR linked to the project; cost flows into the project’s purchasing leg.
Why
The PR carries project and cost center to the PO, so the PO counts as project commitment and then incurred cost. People outside the procurement app can still raise PRs via the intake lane, with reference prices filled by the system.
Steps
- From the project, create a purchase requisition.
- Pick purchasable items.
- Submit for approval.
- The buyer converts to a PO.
- Watch commitment on the project cost card.
Avoid
- Buy outside and post cost to the project by hand.
Roles & permissions
PM raises the PR; buyer; approver.