PowerSchool ERP Purchasing
PowerSchool ERP Purchasing
Breadcrumbs

Requisition Approval Selection Page

Use this page to select and display requisitions for approval processing on the Requisitions for Approval page, based on the following:

  • The requisitions must meet the criteria you enter.

  • You must be eligible to view and process approvals for the requisitions' line items based on either approval group or account approval.

  • The system does not retrieve items that have already been approved, denied, or flagged for correction on the same level by you or other members of your approval group.

  • The system does not retrieve items that have been converted to bids or purchase orders.

From the Purchasing menu, select Entry and Processing. From the Requisition Processing menu, select Approve/Deny Requisitions.

If you use the Advanced Workflow for requisitions, the Workflow Approvals page appears instead of the Requisitions for Approval page. The Requisitions tab should be selected by default.

Select Requisitions to Process

  1. In the Approval Criteria section, select an Approval Criteria:

    • A - All Requisitions

    • L - Approved at Lower Level

  2. If desired, select Required.

  3. Optional: Enter data in the Additional Approval Criteria section to refine your search.

  4. Select Accept.

You can approve or deny all line items in a requisition. or approve or deny individual line items in a requisition.

Fields

Approval Criteria Section

Field

Description

Approval Criteria

Setting determining whether the system should return all requisitions you are eligible to approve or should limit the search to requisitions that have been approved at all levels lower than yours.

Select:

A - All Requisitions - Selects requisitions you are eligible to view and approve.
L - Approved at Lower Level - Limits the search to requisition items approved at levels lower than yours.

Required

Checkbox determining whether the system should only retrieve requisition items that require your approval.

Select the field if you only want to see items requiring your approval. Leave the field blank to retrieve items where your approval is either required or optional.

Additional Approval Criteria Section

You can use search operators if desired.

Field

Description

Requisition

Number identifying the requisition.

*Approval*

Code identifying the requisition's approval group, as defined in Purchasing's Approval table. The field's title is defined in the Fund Accounting Profile.

Vendor

Code for the vendor who usually supplies the requisition items, as defined in the Vendor List. You can use the field's Lookup button to search for and select a code.

Requested

Date that the requisition was created.

Ship Code

Code identifying the destination where the line item should be delivered, as defined in Purchasing's Shipping Table.

Year

Year that applies to the requisition. The field defaults the year from the Fund Accounting Profile. You may change this by selecting another year, if needed. You also can use the list's blank selection, if you want to see requisitions from the current year, previous year, and next year.