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Purpose-based Requisition

Track, Approve, and Analyze Requisitions Categorized by Purpose for Better Planning and Budget Control​

In any organization, understanding why a fund or material requisition is made is as important as knowing who made it. PrismERP’s Purpose-based Requisition feature allows you to create and manage internal requests that are clearly categorized by their intended purpose—such as project expenses, operational costs, travel, training, office supplies, or emergency funding.
This structured approach ensures better budget utilization, approval accuracy, and financial accountability.

What is Purpose-based Requisition?​

Purpose-based Requisition enables employees or departments to submit requests by selecting from a list of predefined purposes. Each requisition is tagged with its specific intent, helping finance teams allocate funds or resources properly, track spending, and generate purpose-specific reports for audit or analysis.

Key Features of Purpose-based Requisition in PrismERP​

Predefined Purpose Tags
Create and maintain a list of standardized purposes such as marketing, procurement, maintenance, utilities, events, etc., for consistent categorization.

Purpose-driven Approval Workflows
Configure different approval flows based on the type of purpose (e.g., travel requisitions may go through HR, while procurement routes through operations).

Cross-Department Categorization
Employees from any department can raise requisitions by purpose, allowing multi-functional tracking of resource needs.

Detailed Requisition Forms
Include amount, justification, attachments, preferred vendors, expected delivery dates, and more—all tied to a clear purpose.

Budget Mapping
Automatically check the availability of budget under the selected purpose before submission or approval.

Real-Time Status Tracking
Monitor the progress of each requisition with purpose-specific filtering (e.g., view all pending travel requisitions).

Report Generation by Purpose
Generate categorized reports to analyze how much has been spent under each purpose across departments or periods.

Audit-Friendly Documentation
Maintain clean, traceable records of all requisitions with purpose labels for financial compliance and audit readiness.

Seamless Integration with Other PrismERP Modules​

Accounts & Budget Management – Ensures spending aligns with purpose-specific budgets.
Fund Requisition – Tracks cash or fund requests with purpose labeling.
Procurement & Inventory – Links requisitions with material needs under defined business purposes.
Project Management – Monitors resource requests tied to specific project objectives.
HR & Travel – Routes purpose-based requests like training or business trips through HR workflows.

Ideal Use Cases​

  • Internal funding for events, marketing, or training
  • Equipment or service requests tagged to specific business functions
  • Travel and accommodation requisitions
  • Department-wise operational expense control
  • Project-specific material and service requisitions
  • Emergency or unplanned fund requests

Purpose Drives Clarity – Control Your Resources Better with PrismERP​

With PrismERP’s Purpose-based Requisition, organizations gain full visibility and control over why resources are being requested—helping leaders prioritize needs, optimize budgets, and make data-informed decisions.
Request a Demo today to see how purpose-driven requisition management can transform your internal operations.