Requisitions

Approve, reject, or fulfill teacher material requests. Status flow: submitted → approved → fulfilled (or rejected).

Who can use this

• FINANCE
• ADMIN

Path

/finance/stores/requisitions

Dependencies

• Store items and Store locations exist.
• Teachers submit requests from Request materials.
• Fulfill needs a location with enough on-hand quantity.

Screenshot

Steps

1. Open Requisitions at /finance/stores/requisitions as FINANCE.
2. Filter to SUBMITTED (or pending) rows. Open the request and confirm item, qty, and cost centre.
3. Approve when stock can be issued, or Reject with a note the teacher will understand.
4. For approved rows, set Fulfill from location, then Fulfill so stock leaves that location.
5. If stock is insufficient, raise a Purchase order instead of fulfilling below zero.
6. Use Configure columns / search when reconciling a busy term.

Fields and actions

• Status: SUBMITTED / APPROVED / REJECTED / fulfilled states as shown in the table
• Approve / Reject / Fulfill
• Fulfill from location selector
• Filters / Configure columns / Search

Common mistakes

• Approving without checking on-hand quantity
• Fulfilling without choosing a location
• Rejecting without telling the teacher why
• Closing the teacher request before the movement actually posts

Related

• Stores and budget
• Store material requisition
• Request materials
• Store items
• Stock movements
• Purchase orders
• Low stock