How to Create a Purchase Requisition from a Warehouse Request

Purchase Requisition is a task for the purchasing manager “To Buy.”

Warehouse Request is a task for the warehouse manager “To transfer from Warehouse.”

If you do not have a stock balance to transfer, you can set up the  “To Buy” task and then complete the Warehouse Request.

How to create the Purchase Requisition from the Warehouse Request

  1. Press the PR from Warehouse Requests button on the Purchase Requisition page.
  2. Select the location and the relevant request(s).
  3. Fill out the desired delivery date and other required fields, and press Create.
  4. Check if all the items details are entered and hit Confirm once ready. 

If you wish to see the related Warehouse Request, press the Show Requests button above the items table.

Now this requisition will go through all the steps of the procurement process.

You will be able to transfer the goods as soon as they are in stock.