Purchase requisition

This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.

Purchase requisition workflows at your company may involve cumbersome manual steps using emails, spreadsheets, or paper forms, creating bottlenecks and potentially delaying critical purchases. There’s also the risk of incomplete information, missing approvals, or lost requests in your procurement process.

With this purchase requisition workflow template, you can quickly implement an automated workflow process for handling purchase requests predictably and efficiently. The template streamlines requisition creation, routing, approval, and tracking — reducing delays, and providing complete visibility into your procurement pipeline.

Purchase requisition workflow template highlights

Conditional approval routing — Enables conditional approval tasks based on the amount of the purchase requisition.
Automated escalation — Includes an escalation functionality that redirects tasks if no action is taken by the reviewer.
Data integration — Features an example form lookup table for reference data.
Dynamic forms — Implements conditional show/hide behavior on forms based on user selections
Flexible configuration — Can be easily modified to incorporate additional approval steps or custom routing.
PO generation — Includes optional tasks that can be configured for purchase order document generation.

Form

Process

FAQ

What is the purchase requisition workflow?

The purchase requisition workflow automates the handling of purchase requests, ensuring they’re processed predictably and efficiently, reducing procurement delays and improving budget control.

How does the Nutrient purchase requisition workflow improve efficiency?

It replaces cumbersome manual processes involving emails, spreadsheets, or paper forms with an automated system, minimizing errors, eliminating bottlenecks, and accelerating approval cycles.

Can the purchase requisition workflow be customized?

Yes. The workflow can be imported into your Nutrient Workflow instance and customized, allowing for a tailored procurement process to suit your specific organizational structure and approval requirements.

What are the benefits of automating purchase requisitions?

Benefits include faster request-to-purchase cycles, reduced manual errors, enhanced spend visibility, improved budget compliance, and complete tracking of all procurement activities.

How do I download the purchase requisition workflow template?

The purchase requisition workflow template can be downloaded as a JSON file below.

Download the Template