A purchase requisition is your internal sourcing plan, raised straight from the approved BOQ. It commits no money and is never sent to a vendor. It simply says, in writing, what this project needs to buy, so purchasing stays tied to what was actually sold.
Why requisitions start from the approved BOQ
When a quote is approved, Panzo freezes the material requirement that was sold. Procurement reads that frozen snapshot and nothing else, not the live quote, not the product master, not the price book. That single rule is what stops you from buying against a number that changed after the customer signed off.
- You buy exactly what was quoted and approved, line by line.
- A quote edited after approval makes its requirement stale, and a stale requirement cannot raise a requisition until it is refreshed.
- The requisition is a decision record, not a live document that drifts with the quote.
Each line can also carry an estimated cost. Treat that as a planning figure only. It is not a vendor rate and not an agreed price. The first real price arrives later, when you run an RFQ and record vendor quotes.
Raising a requisition in Panzo
Open Procurement
Go to the Procurement module. You will see the requisition list with KPIs and filters across the top.Start from the approved BOQ
Open the project quote, go to the Material (BOQ) tab, and raise a requisition from the approved material requirement. Panzo checks the requirement is eligible before it lets you begin.Allocate quantities
Choose the lines and quantities you want to source now. Panzo tracks how much of each item is still free to request, so two planners cannot both be told the full quantity is available.Set a preferred vendor (optional)
You can note a preferred vendor as an intention. It is not an award. An RFQ may compare it against others and choose differently.Submit
Submitting re-checks the numbers and locks the plan. A submitted requisition can only be cancelled, never edited, so it stays a clean record of what you decided to buy.
Note
Quantities are governed centrally
The states a requisition moves through
| State | What it means |
|---|---|
| Draft | Being built. Its quantities are held provisionally so another planner cannot claim the same stock. |
| Submitted | Locked and immutable. Only cancellation is allowed. This is the plan the RFQ and PO will read. |
| Cancelled | Withdrawn. Its allocated quantities are released back for other requisitions to use. |
Every requisition is numbered automatically against the project, so codes are consistent and never hand typed. Vendors themselves are maintained by buyers under Procurement, not by admins.
Key takeaways
- A requisition is an internal sourcing plan. It commits no money and is never sent to a vendor.
- It reads the frozen, approved material requirement, so you only ever buy what was quoted and sold.
- Quantities are governed by Panzo, so two planners can never be told the same stock is free.
- Once submitted it is immutable. To change a plan, cancel it and raise a new one.