Advanced Workflow Purchase Requisitions (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.
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
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. |