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Purchase Requisition Workflow

Create, route, approve, and convert purchase requisitions with budget validation and vendor selection

Complexity: Moderate | Duration: 15-30m | Category: Operations/Process

Tags: #procurement #purchasing #approval-workflow #budget-control #requisition

Workflow Diagram​

Steps​

Step 1: Requisition Creation​

Agent: requester

Specify items, quantities, justification, delivery date

Step 2: Budget Validation​

Agent: budget

controller - Verify budget availability in cost center

Step 3: Vendor Recommendation​

Agent: procurement

specialist - Suggest preferred vendors and pricing

Step 4: Approval Routing​

Agent: procurement

specialist - Route based on amount thresholds

Step 5: Manager Approval​

Agent: manager

Review business need and approve/reject/return

Step 6: Procurement Review​

Agent: procurement

specialist - Verify vendor compliance and pricing

Step 7: Finance Approval​

Agent: finance

manager - Approve if over financial threshold (e.g., $10K)

Step 8: PO Creation​

Agent: purchasing

agent - Convert approved requisition to purchase order

Step 9: Vendor Notification​

Agent: purchasing

agent - Send PO to vendor and confirm receipt

Step 10: Requisition Closure​

Agent: procurement

specialist - Close requisition and link to PO

Usage​

To execute this workflow:

/workflow operations/process/purchase-requisition-workflow.workflow

See other workflows in this category for related automation patterns.