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This screen sets up the kinds of purchase request people choose between when they raise a requisition — “New booking”, “Stores replenishment”, “IT equipment” — and what each may ask for. The type a request is raised as decides what its lines offer under What it is. Open it from Administration → Requisition types.
If you don’t see this in your navigation, your administrator can switch the module on under Administration → Modules (it is part of Purchasing), or it may not be included in your plan.
Types are optional. With none here, a request is raised without one and any line may ask for anything, exactly as before. Once there are types, the requisition form asks Request type first, offering the types your roles are offered; a person may still leave it empty and raise a request of no particular type. Who can change this. Types are added and changed by people whose role includes Add configuration entries and Edit configuration entries.

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The list

The stat strip counts the types. New type opens the form, and clicking a row edits that type.

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Adding or changing a type

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What a type does to a request

On the requisition form, choosing a type narrows What it is on every line to the kinds the type allows; where it allows only one, the box is fixed. Lines already typed that the type does not allow move to the first kind it does, and prices already typed are cleared where the type leaves prices to the buyer. A line chosen from the catalogue keeps what it is. The type a request was raised as is shown under Request type in its details.

Requisitions

Raising a request, and what its type decides.

Vendor and contract settings

The rest of the commercial vocabulary.