FREE 7+ Requisition Form Templates in PDF | MS Word | Excel

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.

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Sample Requisition Forms

12+ Material Requisition Form Sample - Free Sample, Example .

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Requisition Form Template Sample

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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

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