Advanced Workflow Purchase Requisitions (20.11 and Later)

20.11 and later.

Advanced Workflow Approvals Page

The Advanced Workflow Approvals page lists all outstanding purchase requisitions that require action.

If your organization has set up advanced workflows for requisitions, you can access the page in various ways, including:

Employee Access Center: Select Workflow Approvals.
PowerSchool ERP:Select the Requisitions card on the PowerSchool ERP dashboard.From the Purchasing menu, select Entry and Processing. From the Requisition Processing menu, select Approve/Deny Requisitions.

The page displays each process on a tab. Select the tab for requisitions.

Clear all approvals in the legacy system before you switch to Advanced Workflows.

Requisition List

You are assigned to take action on the listed requisitions. The list displays a summary of information for each requisition.

Sort and Filter

You can select the header of most columns to sort the list. Select once to sort in ascending order, a second time to sort in descending order, and a third time to revert to the default sort order of the page.

Attachments

If attachments are available, an icon displays the number of attachments. Select the icon, then select the desired attachment to open it.

Process Requisitions on the List Page

From the Options column, select the ellipsis on the requisition line to process the requisition, then select the action you want to take:

Approve
Deny
Needs Correction

Review the requisition detail page before processing the requisition.

Requisition Detail Page

Select the desired requisition number from the requisition list page to display the Requisition Details page. This page displays individual line items in a purchase requisition.

After you review the requisition details, there are multiple ways that you can process the requisition.

Process Full Requisitions on the Detail Page

To process the entire requisition, select the ellipsis (...) icon in the page banner and select an option:

Approve
Deny
Needs Correction

Process Individual Line Items

Each line item has a Status. Select a line item to display detailed charging information, account budget, and balances.

To process a line item, from the Options column, select the ellipsis and select an option:

Action	Description
Approve	Completes your approval of the line item. If you are the final approver, the requisition is moved to the next stage of processing. Otherwise, the requisition is routed to the next approver.
Deny	Deny the requisition.
Needs Correction	Route the requisition back to the submitter for corrections.
Delegation	Assign the line item to another approver. Select a user, then select Delegate.
Approval History	Displays the requisition history, including approvers, completion dates, status, and comments. Select OK to close the Approval History.