Requisition forms are documents which are used by organizations and companies to record the services and goods requested by an individual. The form allows the storeroom personnel and the purchasing department of the company to determine which items in their stocks or which procedures must be taken in order to meet the needs and requests specified in the requisition form.
Requisition Form Template Sample
Why Use Requisition Forms in Excel or Spreadsheet Format?
Regardless of the variety, requisition forms will contain numbers and costs which must be computed by the personnel who will be submitting or be conducting the purchase procedure. In order to lessen the computation process by manually summing up itemized costs, requisition forms must be made using a spreadsheet software application or program, specifically in Microsoft Excel.
One reason why companies must use requisition forms in excel or spreadsheet format is so they can incorporate formulas into the form. Moreover, this format is also known for its readily-available rows and columns which means that there is no need for the document-maker to make tables from scratch using lines and shapes. And lastly, a requisition form in Excel format can be connected to other files which will then be used for determining the overall budget needed for meeting the requests of the company.
Essential Sections of Requisition Forms in Excel
Although there can be different types and varieties of requisition forms, there are sections and contents which are essential to always be present in the form, and these are enlisted below:
- Requestor’s information: This is the section where the details of the requesting person will be stated in order to identify who is requesting the items, goods, and services. The name of the requesting person or the requestor will be disclosed along with his position in the company or organization, and the department that he is representing in.
- Vendor information: It is essential that the information to be stated in this section are legally based on the income tax return information to ensure that the company is transacting business with a legally verified and licensed vendor. Moreover, the data of the vendor to be included in this section would be the vendor’s business company name, office and store addresses, contact information, and social security number.
- Request details: This section is often composed of tables with rows and columns for the different categories of information to be disclosed by the requesting person. The quantity of the items to be requested along with its identification number, the source of the funds to be used for providing the payments of the request, the descriptions of the items, and the unit price of each item are some of the details to be indicated in this section
- Approval section: A set of signature blocks will be placed in this section of the requisition form. Each signature block will be allotted to be filled out by the approval committee of the company along with their comments and notes as to whether they approve the request or not.
Varieties of Requisition Forms in Excel
Cheque Requisition Form – This variety of requisition form is only suitable to be used by companies and organizations who also accept cheques for payments. Specifically, cheque requisition forms are to be filled out and be submitted by the requesting personnel to begin the process of requesting for a cheque to be written by the paying party. The details to be disclosed in this form variety includes the address and the name of the person to whom the cheque will be delivered along with the purpose and the amount of the payment. The invoice information will also be indicated in the form such as the date when the invoice was made and its reference number.
Cheque Requisition Form
Material Requisition Form – This is the most basic or the most common requisition form variety since it is for requesting materials and items or goods to be ordered to the company’s vendor and organization partners. The first section of the form will be for the requesting party’s name, phone number, the name of his supporting group, the date when he submitted the form, and the date when the materials will be needed. The second section of the form, on the other hand, will be for the details of the materials to be requested, while the last two sections will be for the comments and the decision of the approval committee.
Material Requisition Form
Petty Cash Purchase Requisition Form – The term “petty cash” refers to a company’s money storage intended for funding small purchases. And in order to document the need of a company or organization member to use a part of the company’s petty cash, a petty cash purchase requisition form must be used. This form variety will specify the order, the total requisition amount, and the breakdown of the petty cash fund to be provided for the request.
Petty Cash Purchase Requisition Form
Print Requisition Form – A printer, regardless of its size, is one of the most important devices in any company and organization, specifically for producing documents and paperwork for a company process. However, not everyone in the company can use the printers which means that there will be a need for obtaining the permission of the management when an employee or a staff wants to access and print out items. For this, a print requisition form will have to be used by the employee to inform the company about his intents in using the printer. In the form, the employee will have to disclose his details and the description of the document that he will be printing, as well as the special instructions that he wants to inform the printing personnel to note when printing his document.
Print Requisition Form
Purchase Requisition Form – This requisition form not only will enlist the details of the materials or the items to be purchased but also the delivery information to be followed by the company’s courier service providers. In addition, the indication of whether a verbal or a written quotation have been made will also be included in the form as well as the date and the name of the person who provided the quotations.
Purchase Requisition Form
Loan Requisition Form
Staff Requisition Form
There are still a lot of varieties that companies and organizations can use, however, regardless of the variations, requisition forms must be documented and be recorded even after the request was fulfilled. This is to ensure that financial reviews and request verification procedures will be done with ease by having sufficient documentation as proof of every transaction in the company.
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