Request materials for a job or department, with quantities, job code, approval and receipt.
Requisitions link materials to jobs, so job costs are accurate and stock does not walk away.
Keep it simple enough that people use it even when they are in a hurry.
12 items. Complete it digitally or on paper, whichever your team prefers.
An electrician requests 500 feet of cable and 40 boxes for a retail fit-out. The form carries the job code, so the cost lands on the right job and the warehouse reorders when stock falls below the minimum.
A requisition ties each item to a job and an approver, so material costs land on the right job and the estimate can be checked against what was actually used. It also leaves a paper trail that helps tell normal use from loss or theft.
| Requested by | Kofi, foreman |
|---|---|
| Date and needed by | May 12; needed May 14, 7 am |
| Job or cost code | 2417-DRY, medical office build-out |
| Item | 5/8 in Type X drywall, 4×12 sheets |
| Quantity | 120 sheets |
| Approved by | Sara, project manager |
| Issued | 80 from stock, 40 ordered on PO 5512; received by Kofi May 14, 6:50 am |
Sample for Summit Interiors in Salt Lake City, Utah. The drywall is split between stock and a purchase order, and the form shows both so nobody thinks 40 sheets vanished.
A requisition is an internal request; a purchase order is the commitment sent to a supplier. When the invoice arrives, accounts payable compares three documents: the purchase order, the receiving record signed on the requisition and the invoice. Paying only when all three agree on item, quantity and price catches short deliveries and billing errors before the money leaves.
To charge materials to the right job.
A supervisor or project manager.
Yes, many teams use apps.
Record returned materials against the job.
Mark it ordered on the form with the purchase order number and expected date, and tell the requester right away. They can then decide whether to wait, use a substitute or reschedule the task.
For low-cost bulk items many companies use a stocked van or a monthly allowance instead of a form per box. Save the requisition for items that are costly, job-specific or tracked to a cost code.
It helps the approver judge the cost, but the purchase order sets the agreed price. Use an estimated cost on the requisition if prices change often.
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EZTime’s digital HR forms collect e-signatures and keep the signed copy in the employee’s digital file, with reminders before a document expires. Book a demo to see it with your team.