Requisition Champion

🎯

Champion Focus

The Requisition Champion turns requisition creation into a conversation. Tell it what you need, and it gathers the details, validates everything against your ERP, and creates the requisition for you -- complete with a link to view it in the system.

What You Can Do

Create Purchase Requisitions

Build requisitions through natural conversation:

• Direct or Indirect requisition types (defaults to Indirect if not specified)
• Single or multi-line -- add as many items as you need
• Automatic validation -- employee codes, buyer codes, site codes, and item codes are all checked against your ERP
• Flexible item entry -- use item codes, descriptions, or both

"Create a requisition for 50 units of BOLT-M10"
"I need a direct requisition for site 10-100"
"Add 100 units of GASKET-5 and 200 units of WASHER-3"

Look Up Reference Data

Find valid codes before or during requisition creation:

"Show me available sites"
"List employees for indirect requisitions"
"Show buyers"
"Search for items matching 'bearing'"

Handle Errors Gracefully

If some lines fail during creation, the Champion helps you fix them:

• Shows exactly which lines failed and why
• Lets you provide corrected values
• Retries only the failed lines without duplicating successful ones

---

How It Works

Creation Workflow

1. Tell the Champion what you need -- items, quantities, and optionally prices, due dates, and account numbers
2. The Champion gathers any missing required information:
   • Requisition type (Direct or Indirect, defaults to Indirect)
   • Employee code (who is requesting)
   • Site code (which location)
3. All codes are validated immediately against your ERP
4. The Champion shows a complete summary with all items, quantities, prices, and totals
5. Confirm to create the requisition, or cancel
6. On success, you receive a clickable link to view the requisition in your ERP

What You Provide

---

Common Use Cases

Simple Requisition

Scenario: Request office supplies.

You:       "Create a requisition for 50 boxes of paper"
Champion:  "I'll create an indirect requisition. What's your employee code?"

You:       "EMP-1234"
Champion:  "And which site?"

You:       "10-100"
Champion:  "Summary:
           Type: Indirect
           Requested by: EMP-1234
           Site: 10-100

           Line 1: Paper (50 boxes) @ $24.99 = $1,249.50

           Total: $1,249.50
           Create this requisition?"

You:       "yes"
Champion:  "Requisition PR-00891 created successfully.
           View it here: [link to ERP]"

Multi-Line Requisition

Scenario: Order several items for a maintenance project.

You:       "I need a requisition for site 10-100, employee EMP-1234:
           100 BOLT-M10 at $0.45 due March 15
           200 NUT-M10 at $0.12 due March 15
           50 WASHER-M10 at $0.08 due March 20"

Champion:  "Summary:
           Type: Indirect | Employee: EMP-1234 | Site: 10-100

           Line 1: BOLT-M10 (100) @ $0.45 = $45.00 - Due 2025-03-15
           Line 2: NUT-M10 (200) @ $0.12 = $24.00 - Due 2025-03-15
           Line 3: WASHER-M10 (50) @ $0.08 = $4.00 - Due 2025-03-20

           Total: $73.00
           Create this requisition?"

You:       "yes"
Champion:  "Requisition PR-00892 created. View: [link]"

Fixing Failed Lines

Scenario: One line failed during creation.

Champion:  "Requisition PR-00893 created, but 1 of 3 lines failed:
           Line 1: BOLT-M10 - Created
           Line 2: NUT-M10 - Created
           Line 3: INVALID-ITEM - Failed: Item not found

           Would you like to correct and retry line 3?"

You:       "Use item code WASHER-M10 instead"
Champion:  "Line 3: WASHER-M10 (50) @ $0.08 = $4.00
           Add this line to PR-00893?"

You:       "yes"
Champion:  "Line 3 added successfully. PR-00893 is now complete."

---

Tips and Best Practices

• Provide all details upfront when you can -- item codes, quantities, prices, and due dates in one message saves back-and-forth
• Due dates accept natural language: "next Friday", "in two weeks", "March 15"
• If you are not sure of an item code, describe it and the Champion will search for matches
• Items not found in the ERP are still included with a warning -- double-check these

---

Troubleshooting

"Invalid employee code"

The employee code must be valid for the requisition type (Direct or Indirect). Ask: "Show employees for indirect requisitions" to see valid options.

"Invalid buyer code"

Buyer codes are optional. If you provide one that is invalid, the Champion will tell you. Ask: "Show buyers" for valid options.

Item not found

If the Champion cannot find an item by code, try searching by description: "Search for items matching 'bearing'". Items not in the system can still be submitted but may cause issues downstream.

Cannot update a created requisition

Once a requisition is successfully created, it cannot be modified through this Champion. If you need changes, create a new requisition or update it directly in the ERP.

---

Limitations

---

Related Champions