The quick answer
Open a new requisition, confirm the requestor and subsidiary, add at least one priced line, then click Save. Check the generated requisition number, saved line, estimated total, and displayed approval status. In this example, the saved record is REQ21 and shows Pending Approval.
The names and company in this walkthrough are fictional example data. The recording uses the current-style Items form. Requisition forms and approval rules vary by role and account.
Before you start
Your role needs permission to create requisitions. Have an item, requestor, and subsidiary that are valid for the form you use; in a OneWorld account, those choices and any vendor or currency must be compatible. The source video shows an older Employee Center custom form with a Category line and required vendor and department fields. This walkthrough follows the current administrator form with Items and Expenses subtabs. Check the required fields on your own form before saving.
01 · Open a requisition
In the demonstrated administrator account, go to Transactions → Purchases → Enter Requisitions. This new form shows Req # To Be Generated until you save. Other roles may expose the entry link in a different menu, and numbering can be configured differently.
02 · Check the header
Confirm Requestor, Date, and Subsidiary. This example uses Alex Morgan and Example US. Fill any other fields your form marks as required. The displayed Pending Approval field on the entry form is a configured starting value; it does not show that an approver has received the request.
03 · Add an item line
On Items, choose Assembly Line Fixture and enter quantity 2. The example item supplies an Estimated Rate of 1,250.00, making the Estimated Amount 2,500.00. Click Add. The line moves into the item list and the Items subtotal changes to 2,500.00. Add commits the line inside the form; it does not save the requisition transaction.
04 · Save the requisition
Check the Estimated Total of 2,500.00 in the summary, then click Save. If your form rejects the save, correct the marked required fields and make sure the item line was added.
05 · Verify the saved record
The example opens as REQ21 with a successful-save confirmation, Pending Approval status, and an estimated total of 2,500.00. Confirm the item line on the saved record as well. Your number and status may differ because numbering and approval rules are account-specific.
The source walkthrough stops here. A separate Submit button appears on its custom form, but the presenter does not click it. The saved status alone does not prove an approver was notified. Check your account's approval routing before treating the request as submitted or approved.
Common questions
Does Add save the requisition?
No. Add commits a line within the form. Click Save to create the numbered requisition.
Does Pending Approval mean the request was submitted to an approver?
It is the status shown on this saved example. The source does not show a separate Submit action or an approver receiving the request. Check the approval workflow and available actions in your account.
Should I use Items or Expenses?
Use the subtab that matches what you are requesting and the form your account provides. The source video uses a custom Category grid; this recording uses an Items line. The two are not interchangeable on every account form.
Does saving the requisition create a purchase order?
No purchase order is created in this walkthrough. The saved requisition is the result shown. Ordering it is a later purchasing action.