Create a Requisition Using a Smart Form

You can create a requisition using a smart form to create request for items you want to order. A smart form can contain default information and can be extended using information templates to collect additional information.

Here are the steps to create a requisition using a smart form:

  1. From the Navigator, under Procurement, select Purchase Requisitions (New).
  2. On the Requisitions page, search for the smart form you want to use.
  3. Select the smart form and click Create Request.
  4. On the Create Request page, review the available information, add more information, or modify the existing information wherever permitted by the Catalog administrator.
  5. To add the request, click Add to Cart. The request is added to your shopping cart.
  6. To go to the Cart page, click View Cart on the confirmation message.
  7. On the Cart page, to submit the requisition, click Submit.

    That’s it. You have created the requisition. It appears in the My recent requisitions section on the Home page where you can view the status and monitor its progress.