Purchase Requisitions
Requires.
- Enhanced Inventory enabled,
- Inventory Management / Assignments permission anywhere, and
- Your company has opted into the Purchase Requisitions (PR) document type.
A purchase requisition (PR) is an internal "please order this for me" — a technician or location lead submits a list of equipment they need, an inventory manager reviews it, and either approves it (which converts it into a purchase order against a vendor) or rejects it.
PRs are an opt-in document type. If your company doesn't use them, this tab is hidden and the workflow is replaced by direct purchase orders. The opt-in lives in the SecurityTrax-managed inventory settings — contact SecurityTrax support if you want PRs turned on or off.
What the page shows
A filterable, sortable list of every PR in the company. Each row is one requisition. The total count appears at the top; clicking a row opens the requisition detail page.
Filtering
The Filter button opens a side flyout. Available filters:
| Field | What it does |
|---|---|
| Sort By | Choose the order — by ID (default), by created date, etc. Always shown first. |
| Per Page | 10, 25, or 50 rows. Always shown second. |
| Vendor | Narrow to a single vendor. |
| Status | Open (default), Submitted, Closed, or no filter. |
| Recipient | A specific user or location. |
| Date from / Date to | Created-date window. |
The filter button shows a red dot when any filter (other than Sort or Per Page) is set, and a Clear action resets everything to defaults.
Workflow
- Submitted by a tech from My Inventory → POs (PRs appear as a sub-type there).
- Reviewed here. Open the requisition, look at the line items, and either approve (convert to PO) or reject (set status to closed with a reason).
- Once approved, the PO that's spawned lives under Purchase Orders — the lifecycle from receipt onward is the same as any other PO.
Related
- Purchase Orders — where approved PRs end up.
- Dashboard — the open-PR count card.