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Requisition Administration — Transactions

Overview

The Requisition Administration screen (/requisition-administration) is the purchasing team's processing hub for all submitted requisitions. From here, purchasers review incoming requests, open the PO creation form for approved items, reject requisitions back to the requester, and finalize requisitions that are complete. The screen also surfaces automatic services and contract payment schedules linked to properties.


Tabs

Tab Description
Requisitions Regular product requisitions submitted by collaborators
Specialized Requisitions Specialized requisitions requiring RFQ/quotation files
Pending Requisition Items Cross-requisition view of individual items not yet assigned to a PO
Automatic Services Recurring property service payments due (from Properties module)
Automatic Contracts Property rental contracts with upcoming payment dates (from Properties module)

Requisitions tab / Specialized Requisitions tab

Both tabs show the same structure. All PEND requisitions appear here — this is the purchasing team's working queue.

The Items counter (Received / Total : Approved) and Time left columns work identically to the Product Requisition screen.

Row actions

Action Condition Description
View Always Read-only modal with full requisition details (see below)
New PO create po; status PEND Opens /new-purchase-order/{id} in a new tab to create a PO from this requisition
Finalize create po; status PEND Marks the requisition as FINA, cancelling any items still pending
Reject create po; no PO yet created (regular) / always (specialized) Returns the requisition to INPG with a reject reason visible to the requester

Note

Reject is blocked on regular requisitions that already have a valid PO created (valid_po is set). Once a PO exists, the purchasing team cannot reject the requisition — they must work through the PO instead.

View modal

The View modal shows the full requisition detail for the purchasing team:

  • General — short description, requested by, type (regular / specialized), delivery address, internal company, additional details, and the rejection/return reason (shown in red when the requisition is PEND again after a prior rejection)
  • Files — attached RFQ, quotation, and other documents available for download
  • Budget — department/project, budget item, priority, and reason for high priority if applicable
  • Items — table listing each item with unit, category, quantity, SKU, description, assigned PO (e.g. PO.0001), item status, and tracking relevance
  • Logs — full audit trail of status changes and actions
  • Notes — purchaser-added notes (with optional file attachment); the Add Note button is visible in this modal

Pending Requisition Items tab

Flat view of individual items across all requisitions that have not yet been assigned to a PO. Useful for spotting unprocessed items when requisitions are partially fulfilled.


Automatic Services tab

Displays recurring service payments for properties (e.g. cleaning, utilities) with their next payment date, frequency, assigned project/department, and property name. Uses Properties module permissions (properties.edit) for Edit and Deactivate actions.

This tab is visible here for purchasing convenience — it is owned by the Properties module.


Automatic Contracts tab

Displays property rental contracts with their start date, expiration date, payment frequency, and next payment date. Uses the same Properties permissions as Automatic Services.