The Requisitions In Progress report provides a high-level summary of all requests currently navigating the approval process. Unlike the "Items in Progress" report (which focuses on individual lines), this report offers a header-level view, including shipping costs and total requisition values, to help management track pending financial commitments.
Purpose of the Report
This report is utilized by Financial Controllers, Department Heads, and Procurement Administrators to:
- Monitor High-Level Spend: View the total estimated cost of pending orders, including taxes and shipping.
- Track Workflow Velocity: Identify how long entire requisitions have been sitting in the approval chain.
- Identify Current Blockers: Quickly see which individual's task list is holding up the finalization of a purchase.
- Resource Planning: Forecast upcoming accounts payable requirements based on approved-but-not-yet-ordered totals.
- Sample report: Unimarket Requisitions In Progress Example
Strategic Usage Tips
- Identify Shipping Impact: This is one of the few reports that includes the Shipping column. Use it to ensure that freight costs are being factored into your pending budget encumbrances.
- Manage "Old" Requests: Sort by the Begin Approval Date. If a requisition has a high "Total" and has been in progress for over a week, it may be causing project delays or pricing expirations.
- Approver Workload: Group the report by Current Approver ,to identify individuals who may have a significant "bottleneck" of high-value requisitions, awaiting their review.
- Buyer Support: Use the Buyer and On Behalf Of columns to assist users who may be inquiring why their order hasn't been sent to the supplier, yet.
Note: Because this report excludes items that have already been approved, the Total column reflects only the value of the "In-Flight" portion of the requisition.
Report Scope and Logic
- Inclusions: Requisitions created within the selected date range that are still moving through the approval process.
- Exclusions: This report automatically excludes any line items that have already been approved or rejected. It focuses strictly on the portions of a requisition that still require action.
Report Columns and Definitions
Requisition Identity & Status
| Column Name | Description |
| Requisition Number | The unique identifier for the request. |
| Description | The title or purpose of the requisition provided by the buyer. |
| Begin Approval Date | The date the requisition was submitted and entered the workflow. |
| Type | The order type (e.g., Standard or Blanket). |
| Current Approver | The user who currently needs to take action to move the request forward. |
Ownership & Scope
| Column Name | Description |
| Buyer | The user who initiated the request. |
| On Behalf Of | The person for whom the purchase is being made. |
| Supplier | The vendor associated with the requisition. |
| Organization Unit | The department or cost center responsible for the requisition. |
| Lines | The number of line items contained within the requisition. |
Financial Summary
| Column Name | Description |
| Currency | The currency used for the requisition totals. |
| Subtotal | The sum of all pending line items before tax and shipping. |
| Shipping | The estimated shipping costs associated with the requisition. |
| Tax | The calculated tax amount for the pending items. |
| Total | The final "All-In" cost (Subtotal + Shipping + Tax). |