Creating a FreeForm Requisition within Coupa

Creating a FreeForm Requisition within Coupa

You may also download a PDF of the instructions below.

Please note these Best Practices for Writing Free Form Requisitions

  1. A requisition is required before committing to spend NFI funds
  2. The JUSTIFICATION should describe the specific business need, include the expected ROI for capital expenditures, and cost plus details if rebillable to customer
  3. Check the "rebillable" box if applicable
  4. Only use active Coupa suppliers
  5. Choose the QTY version for products and the AMT version for services
  6. Descriptions should be detailed and accurate 
  7. Enter the “supplier part number” (if provided) in the appropriate field
  8. Each line of the requisition should match the supplier quote. It is not sufficient to write one line with the quote total
  9. Attach the supplier quote to the requisition; requisitions over $5k require 3 competitive quotes (from NFI Preferred Suppliers, when appropriate) and all three should be attached
  10. Do NOT include SHIPPING or TAXES on the requisition.