Requisition Approval
- Nehal Gupta
- Jeremiah Macht
Requisition approval is a required activity for all requisitions over the $5,000 threshold. Requisition approvers can view, approve, return, and/or reject requisitions. Approvers can edit fields if necessary.
Table of Contents
Accessing Requisitions Pending Review and Approval
If someone is assigning requisitions to you, or you only want to see the ones you have assigned to yourself, click on the Action Items (
) flag and select Requisitions to Approve under the My Assigned Approvals section. There are 2 in this example. The My PR Approvals folder will appear with all of the requisitions that have been assigned to you.
To see all of the shared requisitions waiting to be assigned to an Approver, click on Requisitions under the Unassigned Approvals section.
Another way to get to your requisitions is by using the icons on the left.
Navigate to Orders > Approvals > Requisitions to Approve.
To see all of the shared requisitions waiting to be assigned to an Approver, click on Requisitions under the Unassigned Approvals section.
Click on the arrow next to each folder to open it up (
). Additionally, you can display how many documents you would like to see in each folder at once.
Filter Requisition Approvals
Additional filter options are also available in the left Filter bar and can filter by:
Date Range | Supplier | Supplier Class | Department | Current Workflow Step
Status Flags | Assigned Approver | And many more
Assigning Requisitions to Myself
The folders on the right side contain all the requisitions that need to be approved. They are shared with all approvers and delegates that share your approval folders. The top approval folder, My PR Approvals, contains the requisitions that belong to you. Clicking on the Assign button assigns the requisition to your My PR Approvals folder for approval. You have just added the shared requisition to your My PR Approvals folder.
After assigning the shared requisition to yourself no one else can take it unless you return it to the shared folder.
From the My PR Approvals folder, you also have the following options on selected requisitions.
Forward…
Return to Shared Folder
Place on Hold
Add Notes to History
Once you select the check box you will see the ITEMS SELECTED menu appear at the bottom of the screen. When you are ready to look at a requisition, select the requisition number.
Approving a Requisition
Review the requisition to ensure transaction is ok to approve. Here you have two options to approve:
Navigate to Available Actions drop down menu (3 dots).
Navigate to the upper right corner and select from the Approve/Complete Step Menu.
In addition, you can approve a requisition, by clicking the Approve button within the list of Approvals from your My Approvals folder.
Returning a Requisition
At times, you may find it necessary to have the originator of the requisition make changes before you approve it.
In the requisition, navigate to the Document Available Actions drop-down menu.
From Available Actions, select Return to Requester.
You will be prompted to enter a Reason for return.
Click Save Changes.
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