Requisitions

School Admin Bursar

The Requisitions module manages purchase requests. Staff submit requisitions for approval before expenditure is incurred, creating a controlled spending workflow.

Submitting a Requisition

1. Go to Finance → Requisitions.
2. Click New Requisition.
3. Fill in:

Field	Description
Title	Brief description of what is being requested
Items	List of items with estimated unit cost and quantity
Justification	Reason for the purchase
Budget Line	Which budget this should come from
Urgency	Normal / Urgent

4. Click Submit for Approval.

Approving a Requisition

School Admins review and approve or reject submitted requisitions:

1. Go to Finance → Requisitions.
2. Open a requisition with Pending status.
3. Review the details.
4. Click Approve or Reject (with a reason for rejection).

Requisition Statuses

Status	Meaning
Draft	Saved but not yet submitted
Pending	Awaiting approval
Approved	Cleared for purchase
Rejected	Declined with reason
Fulfilled	Purchase completed, expense recorded

Converting to an Expense

Once a requisition is approved and the purchase is made:

1. Open the approved requisition.
2. Click Mark as Fulfilled.
3. Enter the actual amount spent.
4. EMS creates an expense record automatically.

Related Pages

• Expenses →
• Budgets →