Requisition and Purchase Order Processing - Requisitions For Approval Page
Use this page to view requisitions selected in the Requisition Approval page. This page only applies if your organization requires approvals.
Once records display in the Requisition For Approval page, you can:
- Approve or deny a requisition. For requisitions created through VPO, you will only be able to approve or deny all items at once. You cannot approve or deny on a line-by-line basis.
- Approve or deny all line items for all requisitions listed.
- Open the Requisition Approval detail page for a selected requisition.
- Generate the Requisition Approval/Denial report for all listed requisitions that you either approved or denied or that are in Review Detail status.
When the requisition is approved, the order's status will be set to Approved Requisition on the user's View My Orders page in VPO.
Menu Path: To display the page, select Purchasing > Entry & Processing > Requisition Processing > Approve/Deny Requisitions, enter criteria in the Requisition Approval page, and then click OK.
Action Items
The following action items display in the Action Bar of the Requisitions For Approval page:
Details | Displays the Requisition Approval detail page for a selected requisition. |
Approve | Approves all line items at your approval group or account approval level for a selected requisition. |
Deny | Denies all line items at your approval group or account approval level for a selected requisition. |
Approve All | Approves all items at your approval group or account approval level for all requisitions listed. |
Deny All | Denies all items at your approval group or account approval level for all requisitions listed. |
Clear | Cancels an approval action for a selected requisition. The requisition's Status field changes back to Open. |
Approving or denying requisitions
- Use the Requisition Approval page to search for and list the requisitions you want to review and process.
After running the search, the Requisitions For Approval page displays, listing all requisitions that meet the following conditions:- You must be eligible to approve or deny the requisition's open line items.
- You have not yet approved or denied the requisition.
- Select the requisition and perform the following actions as needed:
- Approve all the requisition's items by clicking Approve. The requisition's Status field changes from Open to Approved.
- Deny all the requisition's items by clicking Deny. The Status field changes from Open to Denied.
- View more information on the requisition's items by clicking Details. The Requisition Approval detail page displays.
- Click OK when you finish your entries.
- In the Print window, enter your report settings.
The Requisition Approval/Denial report shows the approval actions taken for the listed requisitions. The default filename for saving the report to disk is massreq.rpt. - Click OK to generate the report and update the status of the line items you approved or denied.