A requisition form is the official form an employee (for example) uses to request supplies or services. This form is sent to whatever department or the branch of the organization that is responsible for actually acquiring the material or making the purchase order, either from in-stock inventory or from an outside supplier.
Of course, this form will vary depending on your organization setup and the nature of the request.
To help you understand the different forms a requisition can take in various institutions and for various materials, refer to this list of downloadable PDF samples. From these, you can draft your own Excel Form Template for official use.
At the most basic level, we can understand requisition forms in the example of material purchase forms. Their obvious distinction from your typical Order Form Template will help you understand all kinds of requisitions, whether it is a lab requisition or a personnel requisition (samples for both provided).
The requisition form for material purchase (also more simply called a “purchase request”) is different from an order form in that it does not deal with the supplier directly but routes through the in-organization department authorized to handle the transaction.
In this way, the other requisitions can be understood.
A Personnel Requisition Form will be drafted by a department and submitted to the higher authorities in charge of personnel acquisition and management (such as administrative staff, HR and accounting departments) in order to request new personnel to fill a vacant position in that department. These authorities might then approve the requisition and start a round of hiring.
A Lab Requisition Form requesting certain tests and services is drafted for a patient, who will then hand-carry this form to whatever specific lab or department in the hospital/clinic is in charge of actually rendering these services.
These samples are available to download as free PDF documents for reference in drafting your company’s requisition forms. Each one is laid out as a Blank Order Form Template to give you a better idea of what information a department has to provide when filing a request.
The details to be included in any requisition are grouped into three basic elements:
Header. This is the identification of the department making the request. Details under the header will include
Lines. This is where the goods or services being requested are entered. Details under the lines will be
Distributions. Under this are the departments responsible for making the purchase, as well as which budgets will be charged.
These three elements are key to any purchase requisition form. Download and study these free and helpful samples to identify the different ways these elements can be effectively presented in a functional and efficient requisition form.