Requisition Forms

Create Requisition Forms & Automated Routing to Streamline Request Processes

Requisition forms have transformed in the last decade. The paper requisition form is on its way out—along with the manual, error-prone forms, replaced by intelligent, dynamic digital forms that offer improved performance and tracking when someone makes a requisition request. New digital processes change how we think regarding a requisition form's meaning.

The Importance of Requisition Forms

The most common requisition form definition is a formal request for an item or service. Companies use requisitions to manage the items and services the organization procures. Typically, you must submit a requisition form to start the purchase order process and have a record of the request.

Requisition forms are essential to the procurement processes within your company. They help prevent fraud and allow management to control employee requisition requests. In addition, having a digital audit trail of requisition form submissions helps organizations streamline the process.

Maintenance for paper requisition forms adds to overall operational costs for businesses, especially when old, incorrect paper forms are out in circulation and still being used by staff. By automating and digitizing the documents used during the procurement process, companies can increase efficiency and standardization while adding accountability at every stage.

Common reasons for submitting a requisition form include the following:

• Supply purchases
• Expense reimbursements
• Change order requests
• Invoice discrepancies

Digital Requisition Forms Are Better

Moving from paper or Excel/Word-based forms to an intelligent, Web-based purchase requisition form system provides various benefits to companies looking to improve and streamline their requisition process.

Improve compliance and process standardization.

• Make easy-to-use, compliant requisition forms available 24/7 on any device.
• Eliminate requisition data entry errors with required fields and validation.
• Reduce requisition approval errors and re-work with required fields and pre-fills.
• Link forms to standardized information (vendors, terms, cost centers, etc.) for easy selection.

Reduce purchase request cycle times.

• Route requisitions to appropriate staff based on business rules.
• Create alerts, reminders, and escalations to avoid bottlenecks.
• Track and report on trouble spots in the process.
• Reduce lost time due to unclear processes.

Control spending.

• Track requisition request status (completed, pending, or in progress, etc.) in real-time
• Customize routing based on dollar amount, department, project, etc.
• Drastically reduce paperwork and associated costs and waste.
• Optimize the procurement process.

How to Create Requisition Forms in Integrify

Integrify provides users with a powerful form designer interface with a palette containing various question types and layout tools to help design your requisition form template. You can drag and drop different questions from the palate onto the form builder interface on the right. You can personalize labels from there to make them more unique to your form.

Users can also set up workflow rules within the requisition form templates based on selected information. After establishing the rules, you preview how your chosen options would work in a real-world scenario. That allows you to create simple or complex forms that simplify end-user workflows.

Simplify Requisition Form Processes

With our software, your organization can create any requisition form templates required for different business processes, including:

• Purchase requisition forms
• Materials requisition forms
• Personnel requisition forms
• Advance requisition forms

You can automate functions essential to requisition workflows, including:

• Processing new requisitions
• Transferring requisitions to another area
• Removing unworked purchase requests
• Canceling processed requests

Use Integrify to set up automated routing for approvals needed for requisition forms. Alternatively, you can change the approval levels for different documents to make sign-offs optional at various stages. In addition, you can send notices to approvers that a new requisition form is awaiting their attention.

Automating the requisition process reduces the time it takes to handle requisition forms. That way, workers aren’t constantly faced with a backlog of requests. Instead, you can help ensure that individual requests get handled promptly while reducing waste.

Interested in Automating Your Requisition Process?

We have a library of resources to help you navigate to an automated workplace.

• Workflow Tools and eBooks
• Workflow Ideas Weekly Email Newsletter
• Product Videos
• Request a Live Demonstration

Create Digital Requisition Forms/Routing

See how to create requisition forms and automate your requisition process with Integrify.