Summary
In short
- A purchase requisition record is a record used in KnowLogistics that requests a purchase, states the justification and routes it for the right level of approval. It is built against ISO 9001 cl.8.4 and forms part of the Payment and Procurement Fraud Control programme.
- Raised by the requester. Approved per the authority matrix.
- The template holds 45 fields across 5 sections.
- Scoring is approved before commitment, where high is good.
- ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable.
- It connects to the rest of the library: feeds Supplier Onboarding and Contract Register.
What it is
What it is
What is a purchase requisition record?
A purchase requisition record is a record used in KnowLogistics that requests a purchase, states the justification and routes it for the right level of approval. It is built against ISO 9001 cl.8.4 and forms part of the Payment and Procurement Fraud Control programme.
When is a purchase requisition record completed?
A purchase requisition record is completed at the moment the event happens, rather than reconstructed afterwards. Raised by the requester.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Payment and Procurement Fraud Control programme and this is one of its steps
- A linked record needs this one to exist: feeds supplier onboarding and contract register
Not for
- Contract Register, which holds every commercial agreement, its value, term, renewal date and owner.
- Contract Review Record, which reviews an agreement before renewal, covering performance, price, risk, obligations accepted and whether to continue.
- Rate Confirmation Record, which confirms the agreed rate, accessorials and terms for a load or a lane in writing before the vehicle moves.
- Anything outside KnowLogistics, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 9001Quality management systems
The international standard for consistently meeting customer and regulatory requirements. Certifiable.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the purchase requisition record template based on?+
It is built against ISO 9001 cl.8.4. ISO 9001 is quality management systems. The international standard for consistently meeting customer and regulatory requirements. Certifiable. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the purchase requisition record contain?+
There are 5 sections: header, before approval, compliance, related records, outcome. Together they hold 45 fields, 35 of which are required.
How many purchase requisition record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the purchase requisition record belong to?+
It is part of Payment and Procurement Fraud Control. Payment redirection defeated by one independently obtained phone call.
How is a purchase requisition record scored?+
Scoring is approved before commitment. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the purchase requisition record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the purchase requisition record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowLogistics — supply chain execution. Inbound, outbound, inventory, yard, claims, supplier lifecycle and customs.
Meet KnowLogistics→Sources
Sources
- ISO 9001 — Quality management systems
- ISO — International Organization for Standardization