e-Requisitions: Requisitioner

 

e-Requisitions

Requisitioner

User Guide

How to raise, track, and manage your requisitions

Version 2.6   •   May 2026

Construction Procurement and Supply Chain Software 

Welcome to eReqs

eReqs is your requisitioning platform — the place where you raise requests for materials, plant, and overheads, send them through your organisation's approval workflow, and track their progress all the way through to ordering and delivery. 

Who this guide is for 

This guide is written for the Requisitioner role — anyone who raises requisitions in eReqs. If you're an Approver or an Administrator, separate guides are available covering those workflows. 

What's in this guide 

• Signing in and finding your way around
• Raising a Materials, Overhead, or Plant requisition
• Tracking what's happened to your requisitions
• Following your Order through the PO lifecycle (new in V2.1)
• Handling requisitions that have been returned by an Approver
• Understanding the different requisition statuses
• Knowing what each email notification means 

A note on screenshots 

Screenshots in this guide show eReqs with example branding. Your version may look slightly different — your organisation's logo will appear in the top-left, and some menus or options may vary depending on how eReqs is configured for your business. The core flows shown here apply to everyone.

Quick reference

If you only have five minutes, the two most useful sections are:

Chapter 2: Your Home Page — the page you'll see every day

Chapter 3: Raising a Requisition — the main thing you'll be doing

Contents

1.  Signing In

2.  Your Home Page

     Understanding requisition statuses

3.  Raising a Requisition

     3.1  Stage 1 — Adding the Details

     3.2  Stage 2 — Adding the Items

     3.3  Stage 3 — Reviewing and Submitting

4.  Overhead and Plant Requisitions

     4.1  Overhead Requisitions

     4.2  Plant Requisitions

5.  Tracking Your Requisitions

     5.1  Opening a requisition

     5.2  The status bar

     5.3  The other sections

     5.4  The History section

     5.5  Resuming a draft

     5.6  Cancelling a requisition

     5.7  Email notifications

     5.8  Common questions

6.  If Your Requisition is Returned

     6.1  Spotting a returned requisition

     6.2  Reading the Approver's note

     6.3  Making the changes

     6.4  Resubmitting

7.  Tracking Your Order  (new in V2.1)

     7.1  What an Order is

     7.2  Order steps and statuses

     7.3  Email notifications for Orders

     7.4  When your Order needs DELAPS authorisation

Appendix A:  Quick Reference

Appendix B:  Email Notifications Reference

1. Signing In

eReqs is a web-based platform, so you access it through your browser. Most organisations have Single Sign-On (SSO) enabled, which means when you click the eReqs link from your company's portal or intranet you're logged in automatically — no username or password is needed. 

If you see the login screen

If SSO is not configured for your organisation, or if SSO is unavailable for any reason, you'll see the login screen below. 

Figure 1.1 — The eReqs login screen 

Enter your work email address, click Next, then enter your password. If you've forgotten your password, click 'Forgot password?' to start a reset. 

If you can't log in 

If you reach the login screen but don't have credentials, or if your login fails, contact your eReqs administrator. They will check your account setup or help you reset access. Don't try to create a new account using Sign Up Now! unless your administrator has confirmed self-service signup is enabled for your organisation. 

Logging out

When you're finished, click 'Log out' in the top-right corner. If you're on a shared device this is good practice; on a personal device you can simply close the browser tab. 

2. Your Home Page 

Once you've logged in, you'll land on the My Requisitions page. This is the heart of your eReqs experience — every requisition you raise, and every requisition you've raised on behalf of someone else, appears here.

Figure 2.1 — My Requisitions, your eReqs home page

What's on the page

The page is split into three main areas:

• The left sidebar shows your name and organisation, with navigation to Home, Requisitions (with sub-options for My Requisitions and Settings), and About. This sidebar is consistent across all LSC products.
• The New Requisition panel at the top of the page is where you start any new requisition. You can choose from three types: Materials, Overhead, or Plant.
• The Requisitions list below shows everything you've raised, sorted with the most recently updated at the top. Each row shows the requisition number, type, current status, the project (or overhead department) it relates to, who created it, and how many line items it contains.

Which requisitions you can see

You'll automatically see all requisitions across every project you have access to — there's no project selector to switch between. The Raised On column tells you which project (or overhead department) each requisition belongs to.

Finding a specific requisition

If you're looking for a particular requisition, you have three options:

• Search — type into the search box to find a requisition by item name, originator reference, or requisition number.
• Type filter — use the All Types dropdown to show only Materials, only Overhead, or only Plant requisitions.
• Advanced filters — click the Filters button to narrow by status, date range, or other criteria.

Opening a requisition

Click anywhere on a requisition's row to open it. You'll see the full details and, if it's still in Draft, you can pick up where you left off.

Understanding requisition statuses

Every requisition has a status that tells you where it is in its journey from creation to completion. You'll see the status displayed as a coloured badge in the State column on this page, and prominently at the top of any requisition you open.

Stages

Each Business can create and configure their own requisition and order process and thus the Stages/State may be different from those shown below.

Status	What it means
Draft	Created but not yet submitted for approval. Fully editable. Click to reopen and continue working on it.
Awaiting Approval	With the approval team. Awaiting a team member to action. Multiple Approval Levels may be configured.
Awaiting Owner Assignment	With the buyer team processor who will assign the whole requisition to a buyer; that person then assigns individual items to specific buyers. Sometimes it goes straight to 'awaiting-buyer-assignment'.
Awaiting Buyer Assignment	Approved and waiting for a Buyer to be assigned to action the items.
In Progress	Approved and being worked on by the buying team. At this point items can take various routes — SME Approval, DELAPS etc.
Ordered	Items now going through the Order Process.
Complete	Fully ordered and delivered.
Cancelled	Cancelled. Cannot be reopened.

Tip

If you ever see a Draft requisition with a red 'RETURNED BY APPROVER' tag, this means an Approver has sent it back to you for changes. See Chapter 6 for what to do.

3. Raising a Requisition

Raising a requisition is the most common task you'll do in eReqs. The process is the same three-stage wizard whichever type you choose — Materials, Overhead, or Plant. This chapter walks you through the Materials path in detail, and then highlights the small differences for Overhead and Plant in Chapter 4.

Which type should you choose?

There are three types of requisition, and which you choose depends on what you're requesting and how it's being charged:

• Materials — for goods being purchased and charged against a specific project (e.g. cement, PPE, fixings). This is the most common type.
• Overhead — for items not tied to a project but charged against an overhead department (e.g. office supplies, regional support costs).
• Plant — for plant or equipment being hired for a project. The key difference is that plant has a hire window — you specify both when it's needed and when it's coming off-site.

The three stages

Every requisition is built through a three-stage wizard. You'll see your progress through these stages at the top of the screen at all times:

• Details — what the requisition is for, who it's for, and where it's going.
• Items — what's being requested, in what quantity, and against which cost codes.
• Review — a final check before you submit, or save as a draft to come back to later.

Mandatory fields

Throughout the wizard, fields marked with a red asterisk (*) must be completed before you can move on. Anything without an asterisk is optional but often useful — the more detail you give, the smoother the approval and ordering process tends to be.

3.1 Stage 1 — Adding the Details

From the My Requisitions page, click the Materials card under New Requisition. You'll be taken to the Create Requisition screen, starting on Stage 1: Details.

Figure 3.1 — The Create Requisition screen, Stage 1

Stage 1 is divided into clearly labelled sections. Work through them top to bottom — fields marked with a red asterisk are required, others are optional but recommended.

Project

Click the Select a Project box and start typing the project name or number. Matching projects will appear in a dropdown — click the one you want.

Figure 3.2 — Searching for a project by name

Additional Details

The Originator Reference field is optional, but using it well is one of the most useful habits you can develop. A short description of what the requisition is for — for example, "Site PPE restock" or "Concrete pour week 24" — makes it dramatically easier to find your requisitions later when you're searching through the list.

On Behalf Of

If you're raising this requisition for a colleague — perhaps a Site Manager who has asked you to put it through — start typing their name in the On Behalf Of box. Matching colleagues will appear, and you can select the right person.

Figure 3.3 — Searching for a colleague to raise the requisition on their behalf

Leave this blank if you're raising the requisition for yourself.

Delivery Address

Most projects have one or more saved delivery addresses already set up. Use the Pre-fill from Saved Address dropdown to choose one — eReqs will automatically populate Address Line 1, Line 2, City, Post Code, and Country.

Figure 3.4 — Choosing a saved delivery address

Figure 3.5 — The address fields populated, ready to edit if needed

Once a pre-fill is selected, you can edit any of the address fields if the delivery needs to go to a slightly different location. There's also a What3Words field — handy for site deliveries to remote or unaddressed locations.

Instructions

Two free-text boxes for anything the supplier or delivery driver needs to know:

• Delivery Instructions — for example, "Deliver to gate 3, ask for the site office" or "Crane access required".
• Special Instructions — anything else: handling notes, packaging preferences, certification requirements.

Figure 3.6 — The Instructions section

Contact Information

Your name, phone number, email, and role are filled in automatically from your profile. If the person on site receiving the delivery is someone else, edit these fields to show their details instead — this ensures the supplier contacts the right person.

Figure 3.7 — Contact details pre-filled from your profile

Comment

An optional free-text box for any notes specific to this requisition — for example, internal context for the Approver, or a reference back to a meeting or job number.

Figure 3.8 — The Comment field

Documents

You can attach supporting documents to your requisition — drawings, specifications, quotes, photos, anything that helps the Approver and Buyer process it correctly.

Figure 3.9 — The Documents upload area

To attach documents:

• Click Choose Files.
• In the file picker that opens, select one or more files. Hold Ctrl (or Cmd on a Mac) to select multiple.
• Click Open.

Figure 3.10 — Selecting multiple files in the file picker

Once attached, each document is listed. If you've attached the wrong file, click Remove next to it — note that this only removes it from this requisition, not from your computer.

When you're happy with everything on Stage 1, click Next at the bottom of the page to move on to Items.

3.2 Stage 2 — Adding the Items

Stage 2 is where you list what you're actually requesting. It's a simple table — each row is one line item — and you can add as many lines as you need.

You can skip this stage temporarily

If you need to come back later, you can leave the Items stage empty and save your requisition as a Draft from the Review stage. But before you can submit your requisition for approval, you'll need to have added at least one item.

Column names vary by business unit

The columns on this table — and what they're called — depend on how eReqs is configured for your business. For example, what's called "Budget" in this guide may appear as "Tender Allowance" or similar in your version. The fields work the same way; only the labels differ.

Figure 3.11 — The Items table with four line items added

Filling in each item

Each row needs the following information:

• Description — what you're ordering, e.g. "Nitrile gloves, large" or "Mortar mix".
• Quantity — how many you need.
• Total Qty — calculated automatically; you don't need to enter this.
• Unit of Measure — how the item is counted (Each, Box, Day, Hour, Litres, Lump Sum, and so on). Pick from the dropdown.

Figure 3.12 — Unit of Measure options

• Cost Code — search by code or name. The cost code determines which budget line the item is charged against.

Figure 3.13 — Searching for a cost code

• Required by Date — click the field and pick a date from the calendar. This is when you need the item on site.

Figure 3.14 — Picking a Required by Date

• Preferred Supplier — optional. If you know who you'd like to supply this item, enter their name here.
• Budget — the expected cost for this line (column name may vary).
• WBS Code — enter the Work Breakdown Structure code if your project uses one. If not, tick the N/A box.

If your business uses SME Approval, two additional columns appear on the items table:

• SME — tick this for any line that needs specialist review before it's ordered. The checkbox flags the line for an additional approval step further along the workflow.
• SME Approver — optionally, type the name of the person you think should review this line. This is a suggestion only; the Buyer who picks up the line confirms the actual approver when the time comes. Leave it blank if you're not sure who's most appropriate.

If your business doesn't use SME Approval, these columns won't appear and you can ignore this part.

Figure 3.15 — WBS N/A checkbox

Adding more items

Click the + Add Item button below the table to add another row. There's no limit on the number of lines — add as many as you need.

Deleting a line

If you've added a line in error, click the bin icon at the far right of that row to remove it.

Figure 3.16 — Bin icon for deleting a row

When all your items are entered, click Next to move to the Review stage.

3.3 Stage 3 — Reviewing and Submitting 

The final stage is a one-page summary of everything you've entered. This is your last chance to spot anything wrong before the requisition heads off for approval.

Figure 3.17 — The top of the Review page

Checking and editing

Each section — Basic Information, Delivery Address, Contact, Items — has an Edit button in the top right. Click it to jump back to the relevant stage if you need to change anything; you'll come back to Review when you're done.

Figure 3.18 — The Edit button on a Review section

Figure 3.19 — The bottom of the Review page, showing your two options

Your two options

Save as Draft — saves your requisition in its current state. It will appear on your My Requisitions list with a Draft status, and you can come back to finish and submit it at any time. Save as Draft is useful if you need more information from a colleague, or simply want to step away from your desk.

Submit for Approval — sends your requisition for approval in the workflow. A confirmation screen will appear showing who the requisition is going to, with space to add an optional note to the Approver. When you click Confirm Submit for Approval, your requisition is officially in the system.

After submission you'll be taken back to My Requisitions, and your new requisition will appear at the top of the list with the status Awaiting Approval. You're done.

Figure 3.20 — Your newly submitted requisition at the top of the list

Tip — what happens next?

Once submitted, your requisition moves through the workflow without further action from you, unless it's returned to you for changes. You can track its progress at any time — see Chapter 5. Once it becomes a Purchase Order, see Chapter 7.

4. Overhead and Plant Requisitions 

Overhead and Plant requisitions use the same three-stage wizard as Materials, with a small number of differences. This chapter highlights only what's different — for everything else, refer back to Chapter 3.

4.1 Overhead Requisitions

Overhead requisitions are for items that aren't tied to a specific project, but instead are charged against an overhead department — for example, regional office costs, head office supplies, or shared support functions.

What's different on Stage 1

Instead of selecting a Project, you select an Overhead Department. Click the Select an Overhead box and start typing the department name or code.

Figure 4.1 — Selecting an Overhead department

Because Overhead requisitions aren't tied to a project, there are no saved project addresses to pre-fill from. Depending on your organisations configuration, you may need to enter the full delivery address manually. Mandatory fields are marked with a red Asterix * 

What's different on Stage 2

The items table is simpler than the Materials one. You won't see Budget or WBS Code columns — Overhead items are tracked at the department level rather than against a project budget breakdown.

Figure 4.2 — The simplified items table for Overhead requisitions

What's the same

Stage 3 (Review and Submit) works identically to Materials — same summary, same Save as Draft / Submit for Approval options.

4.2 Plant Requisitions

Plant requisitions are for equipment being hired into a project — excavators, scaffolding, generators, anything where you're paying for use over a period of time rather than buying outright.

What's different

Plant requisitions are essentially identical to Materials, with one important addition on the Items stage: each line item has an Off-Site Date field. This is the date the plant is being returned to the supplier — the end of the hire period.

The hire window

Required by Date and Off-Site Date together define the hire window — when you need the plant on site, and when it's coming off. Make sure both are accurate; suppliers and your accounts team rely on them to calculate hire charges correctly.

Everything else — Stage 1 details, Stage 3 review and submit — works exactly the same way as Materials.

5. Tracking Your Requisitions 

Once you've submitted a requisition, you can track its progress at any time. This chapter shows you how to open a requisition, understand where it is in the workflow, view its history, and cancel it if you need to. It also covers the email notifications you'll receive as your requisition moves through the workflow.

5.1 Opening a requisition

From the My Requisitions page, click anywhere on a requisition's row. The Requisition Detail page opens, showing everything about that requisition in one place.

Figure 5.1 — A requisition detail page

5.2 The status bar

The most important part of the detail page is the status bar near the top. It tells you three things at a glance:

• Status — the current state of your requisition (e.g. Awaiting Approval, In Progress, Ordered).
• Approval level — which step in the workflow it's at (e.g. Project Approver, Senior Approver).
• Assigned To — either a named person, or a team. If it's a team and nobody has picked it up yet, you'll see "No member assigned".

Who to chase

If your requisition is sitting with a named person, you can chase them directly. If it's with a team and no member is assigned, the approval team manager is usually the right person to contact.

5.3 The other sections

Below the status bar, the page mirrors what you filled in when you created the requisition: Basic Information, the Items table, Delivery Address, Contact Information, Instructions, History, and Available actions. Each section can be expanded or collapsed by clicking on it.

5.4 The History section

History is worth highlighting. It shows the full audit trail of your requisition: every status change, every action taken, and who took it, with timestamps. If you ever need to know exactly what's happened — when it was approved, who picked it up, when it was sent to the Buyer — this is where to look.

5.5 Resuming a draft

If your requisition is in Draft status, clicking on its row takes you straight back into the wizard with all your previous entries pre-filled. You can edit anything, add or remove items, and either save again or submit for approval.

5.6 Cancelling a requisition

You can cancel a requisition at any point before it's been ordered. Scroll to the Available actions panel at the bottom of the detail page.

You can view the status of the requisition, and if it is with a Buyer, you may also wish to contact the Buyer directly to inform them of the cancellation.

Figure 5.2 — Cancelling a requisition from Available actions

To cancel:

• Click the Cancel card. It will expand to show the cancellation form.
• Add a note explaining why — this is mandatory.
• Click Confirm Cancel.

The requisition will move to Cancelled status and remain on your list for reference.

Cancel only appears while cancellation is possible

The Cancel card is shown in Available actions only while the requisition can still be cancelled — typically before it's been ordered. If you open a requisition and Cancel isn't there, it's already past the point where it can be cancelled through this screen.

If you need to stop something that's already in the ordering process, contact the Buyer handling it.

Cancellation is permanent

Once you cancel a requisition, it cannot be reopened. If you decide later that you do need it after all, you'll need to raise a new one from scratch.

5.7 Email notifications

As your requisition moves through the workflow, eReqs will email you at the moments that matter. The two main notifications you'll receive at requisition stage are:

Status Update Notifications

Whenever your requisition changes state — approved, progressed to the next step, returned, completed, or cancelled — you'll receive an email with the subject "Status Update: [state name]".

The email shows a Previous Step → Current Step visual, who triggered the change, and the line items. Click View Requisition to open it in eReqs.

If your requisition has been returned, the email will include a coral "Reason Given" panel explaining what needs to change. This is the most important case to read carefully — you'll need to correct the issue and resubmit before the request can progress.

Once the Processor has finished routing your items to Buyers, you'll also receive a separate "[n] Items on Your Requisition Have Been Assigned" summary email. It shows an Assignment Breakdown — which Buyer is handling which line items — so you can see at a glance how your request has been split up. No action is needed; it's a milestone confirmation that everything is in hand.

Assignment Change Notifications

If the person handling your requisition changes — for example, an Approver passes it to a colleague — you'll receive an email with the subject "Assignment Changed".

The email shows who previously held the request, who's taken it on, and who made the change. Click View Requisition to see the current state in eReqs.

This is a notification only — no action is needed from you. It's there to keep you informed as your request moves through the workflow.

When you raise on behalf of someone else

If your requisition has an On Behalf Of recipient, both you and that person will receive every status-update email. The version they receive is addressed to them and reads "requisition #1042 was raised on your behalf by [your name]".

Two things worth knowing:

• They can't action anything from their email. Only you, as the Owner, can correct and resubmit a returned requisition. If your colleague forwards a return notification to you, treat it as a heads-up to act.

• They may not have eReqs access. The View Requisition button in their email will prompt them to log in — if they're not a system user, they won't be able to view the request directly. For colleagues outside the system, it's worth confirming key status changes with them by your usual channel.

For notifications relating to the Purchase Order created from your requisition, see Chapter 7. For a consolidated reference of every email you might receive, see Appendix B.

5.8 Common questions

Why is my requisition still 'Awaiting Approval'?

Check the Assigned To field in the status bar. If it shows a team rather than a named person, nobody on the team may have picked it up yet — chase the team manager. If it shows a named person, they may not have actioned it yet. The History section will tell you when it was assigned to them, which helps you judge how long they've had it.

Can I edit a submitted requisition?

There's a brief window after submission, before the Approver opens it, where you can still edit. Once the Approver takes any action, the requisition locks — your only option then is to cancel it (and raise a new corrected one if needed). If you spot a mistake immediately after submitting, open the requisition straight away and check whether editing is still available.

What if my requisition is returned by the Approver?

It will reappear on your My Requisitions list as a Draft with a red 'RETURNED BY APPROVER' tag. See the next chapter.

6. If Your Requisition is Returned 

Sometimes an Approver will return a requisition to you rather than approving or rejecting it outright — for example, if a cost code looks wrong, a quantity seems off, or they need more context. This chapter shows you how to spot a returned requisition and what to do about it.

6.1 Spotting a returned requisition

Returned requisitions are clearly flagged on your My Requisitions list. They appear with a Draft status — because you'll need to edit and resubmit — but with an extra red 'RETURNED BY APPROVER' tag underneath, so they stand out from new drafts you simply haven't finished yet. You will also receive a Status Update email — see section 5.7.

Figure 6.1 — A returned requisition on the My Requisitions list

6.2 Reading the Approver's note

Click on the row to open the requisition. At the top of the detail page, you'll see the Draft status alongside a 'Returned by Approver' tag, with the Approver's comment, name, and the date directly beneath. The same note appears in the coral Reason Given panel on your notification email.

Figure 6.2 — The status header on a returned requisition, with the Approver's note

Read the Approver's note carefully — it should tell you what needs to change. If it isn't clear, contact the Approver directly to clarify before making changes.

6.3 Making the changes

Because the requisition is back in Draft status, you can edit anything — Details, Items, or both. Walk through the wizard exactly as you did when you first created it, making the changes the Approver requested. Anything else that's unchanged will be carried through.

6.4 Resubmitting

When you're happy with your changes, go through to Stage 3 and click Submit for Approval. The requisition will go back to the same Approver who returned it, with your updated details for them to review again.

Tip — add a note when resubmitting

When you reach the Submit confirmation screen, use the optional note field to summarise what you changed (e.g. "Updated cost code as requested"). This helps the Approver see at a glance that you've addressed their feedback.

7. Tracking Your Order

Once your requisition has been fully approved and a Buyer has raised the Purchase Order, your request moves into its Order phase. This chapter explains what an Order is, how its progress is tracked, and what notifications you'll receive as it works its way to the supplier. This chapter is new in version 2.1 of this guide.

7.1 What an Order is

An Order in eReqs is the Purchase Order record created from your requisition. The actual PO is raised by the Buyer in your business's procurement system (typically Access Coins). eReqs captures the PO information so the requisition record stays in step with reality — and so you, as the raiser, can see what's happened.

An Order has its own number (e.g. PO-2024-0089) that's distinct from your requisition number. You'll see this number appear in the History section of the requisition once the Order has been created.

7.2 Order steps and statuses

An Order moves through several states as it's processed. The specific steps depend on how your business has configured eReqs — typical ones include Procurement, Finance approval, DELAPS authorisation (if your business uses it), Sent to supplier, and Complete.

Order steps vary by business

There is no single fixed sequence of Order steps in eReqs. Your business will have its own configuration — for example, some businesses send Orders for Finance approval and DELAPS authorisation in parallel, others in sequence, others not at all. The notifications you receive will reflect your business's actual configuration.

7.3 Email notifications for Orders

Order Progress Notifications

Once your requisition becomes a Purchase Order, you'll receive an email each time the Order changes state — for example, when it moves from Procurement to Finance approval, or when it's been sent to the supplier.

The email is titled "Your Order Has Progressed" and shows a Previous Step → Current Step visual, the Order details (note the PO number, e.g. PO-2024-0089), and a panel linking back to the Originating Requisition.

Two buttons are provided: View Order opens the Order in eReqs; View Requisition takes you back to the original request. Click either to see the full picture.

No action is needed — these emails are there to keep you informed as the PO works its way to the supplier. The specific Order steps depend on how your business has configured the system.

If your requisition has an On Behalf Of recipient, they'll receive these emails too.

Multi-step Authorisation Updates

If your Order needs more than one DELAPS authorisation step, you'll receive an "Authorisation Update" email each time a step is granted. The email header shows progress (e.g. "Order #PO-2024-0089 — Step 2 of 3 authorised") and the body shows an Authorisation Progress panel — a tick beside each completed step and the name and level of the next approver.

These are informational updates while the remaining approvers review the Order — no action is needed from you.

7.4 When your Order needs DELAPS authorisation

Why your Order may sit at 'Awaiting Authorisation'

Some Orders require additional authorisation by someone with delegated approval authority (DELAPS) — a separate sign-off from the requisition approval, applied to the resulting PO based on its value.

If your Order is in this state, it's with one or more authorisers at the relevant level (e.g. Business Unit, Site, Region) for your spend. This is a normal stage, not a problem. You'll be notified by email when it progresses.

For the people who carry out this authorisation, see the DELAPS Approvers User Guide.

Appendix A: Quick Reference

 condensed version of the key information from this guide, useful as a printed sheet or quick lookup.

Requisition types

Type	When to use
Materials	Goods purchased and charged to a specific project.
Overhead	Items charged to an overhead department, not a project.
Plant	Equipment hired for a project — has a hire window (Required by + Off-Site dates).

Stages of the requisition wizard

Stage	What you do
1. Details	Choose project/overhead, set delivery address, contact, instructions, attach documents.
2. Items	List what you need — description, quantity, unit, cost code, dates, supplier.
3. Review	Final check, then Save as Draft or Submit for Approval.

Requisition statuses

Statuses can vary by business configuration — these are the typical ones.

Status	Meaning
Draft	Not yet submitted. Editable.
Awaiting Approval	With the approval team.
Awaiting Owner Assignment	With the buyer team processor.
Awaiting Buyer Assignment	Approved; waiting for a Buyer to be assigned.
In Progress	Approved and being worked on by the buying team.
Ordered	Items going through the Order Process — see Chapter 7.
Complete	Fully ordered and delivered.
Cancelled	Cancelled. Cannot be reopened.

Common tasks

To do this…	Do this…
Raise a new requisition	Click + New Requisition on My Requisitions, then choose Materials, Overhead, or Plant.
Find an old requisition	Use the search box, type filter, or Filters button on My Requisitions.
Resume a draft	Click anywhere on a Draft row — it opens directly in the wizard.
Track progress	Click any row; look at the status bar at the top of the detail page.
See full history	Open the requisition, expand the History section.
Cancel a requisition	Open it, scroll to Available actions, click the Cancel card, add a note, Confirm Cancel.
Fix a returned requisition	Open the Draft, read the Approver's note, make changes, resubmit.
Track an Order	See Chapter 7 — Tracking Your Order.

Getting help

If you get stuck, the Support link in the top-right corner of every eReqs page will take you to the help centre. The Help widget in the bottom-right of the screen lets you search articles or raise a support ticket directly.

Appendix B: Email Notifications Reference

A consolidated reference of every email you may receive as a Requisitioner. Sections in the main body of this guide describe each email at the moment in the workflow when it arrives; this appendix groups them all in one place for quick lookup.

Email subject	When it arrives	What action is needed
Assignment Changed	When the person handling your requisition changes	FYI — no action needed; click View Requisition to see current state
Status Update: [state name]	When your requisition changes state (approved, progressed, returned, completed, cancelled)	Action only if returned — read the Reason Given panel, correct, and resubmit
[n] Items on Your Requisition Have Been Assigned	Once the Processor has routed all your line items to Buyers	FYI — confirms which Buyer has which items
Your Order Has Progressed	When the resulting Purchase Order changes state (Finance, Sent, etc.)	FYI — Order is progressing to the supplier
Authorisation Required (DELAPS) — context	Not received by you, but explains why your Order may sit at 'Awaiting Authorisation'	FYI — see the DELAPS Approvers User Guide for the approver-side flow
Authorisation Update: Step n of N authorised	When one of several DELAPS authorisation steps has been granted	FYI — Order is progressing through the DELAPS chain
(On Behalf Of recipients)	If you raise on behalf of someone else, they receive copies of all status emails	FYI — they cannot action from their email; only you can correct/resubmit

Email visibility

Whether you receive every email shown above depends on your business's notification settings and your personal preferences. If you're not seeing notifications you expect, contact your eReqs administrator.