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purchase-requisition

Create, review, and track purchase requisitions — the first step in the procure-to-pay lifecycle. A PR captures what is needed, why, how much it costs, and who needs to approve it before a purchase order is created.

  • Area: Operations
  • Category: operations
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles: Operations Manager

Creates and manages purchase requisitions — the formal request to buy goods or services.

How you ask

  • “I need to purchase a project management tool for the team, about $500 per year”
  • “Review and approve PR-2026-014 for the new office supplies order”
  • “Show me a dashboard of all open purchase requisitions and flag anything older than a week”
  • “Create a purchase request for consulting services from Acme Corp, estimated at $12,000”

Inputs

  • source (create) — Purchase need description and estimated cost
  • source (review) — PR ID and approval decision
  • source (dashboard) — Dashboard request with optional filters
  • all — loaded from your vault context
  • profile — loaded from your vault context

Outputs

  • pr-dashboard (markdown)
  • purchase-requisition (markdown)
  • reviewed-pr (markdown)
  • {scope.finance.ap-requisitions}/PR-{YYYY}-{NNN}.md
  • {scope.finance.ap-requisitions}/{pr-id}.md
  • {scope.finance.ap}/pr_dashboard_{YYYY-MM-DD}.md