Requisition Approval Detail Page

Use this page to review and process approvals for a requisition's individual line items. The detail page displays all open line items for which you have approval authority. If you want to apply the same processing to all line items on a requisition, use the Requisitions - Requisitions for Approval Page.

On the Requisition Approval detail page, you can:

View complete details on a requisition's line items.
Approve or deny individual line items in a selected requisition.
Flag line items as needing correction.
Enter comments for line items regarding your approval actions.

Menu Path

From the Purchasing menu, select Entry and Processing. From the Requisition Processing menu, select Approve/Deny Requisitions. Enter search criteria, and then select Accept to search for and display a list of requisitions on the Requisitions - Requisitions for Approval Page. Select an individual requisition, then select Accept to open the detail page.

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.

Action Bar Items

Approve	Approves a line item at your approval group or account approval level. This changes the item's Status field to Approved.
Deny	Denies a line item at your approval group or account approval level. This changes the item's Status field to Denied. A window displays for entering the reason for denying the item.
Approve All	Approves all listed items at your approval group or account approval level. This changes the items' Status fields to Approved.
Deny All	Denies all listed items at your approval group or account approval level for the requisition selected. This changes the items' Status fields to Denied. A window displays for entering the reason for denying the items.
Needs Correction	Flags a line item for correction and changes the item's Status field to C - Correction. A window displays for entering the reason for requesting the correction.
Clear	Cancels an approval action for a selected line item. The item's Status field changes back to Open.
Approval Status	Displays the Requisitions - Requisition Approval Page, where you can view the approval actions applied to a requisition's line items.
Description	Displays the Requisition Description window, which provides the full description for a selected line item.
Distributions	Displays the Requisition Charging window, which shows the account distributions for a selected line item's cost.
Vendor Quotes	Displays the Vendor Quotes Page, which displays prices submitted by the recommended vendor and competing vendors.
Comments	Displays the Approval Line Item Comments window. You can enter text in the page's Line Item Comment field to describe the approval action applied to a selected line item.

Display Requisition Line Items

Select a requisition from the Requisitions for Approval page, then select Accept.

22.4 and later. If the Full Account Format option is enabled in the Fund Accounting profile, the account number appears in the full account format based on the appropriate ledger type. The account number appears in the full account format in the Requisition Approval Distribution page also.

Approve, Deny, or Send a Requisition's Line Items for Correction

To process all of the line items displayed, select one of the following:
- Approve All: Changes the status of all line items to Approved.
- Deny All: Changes the status of all line items to Denied.
To process selected line items, first select the line items as follows:
- To select an individual line item, select its row.
- To select a range of line items, press and hold SHIFT and select the first and last line items in the range.
- To select multiple line items not listed in order, press and hold CTRL and select each line item.
Then select one of the following:
- Approve: Changes the status of selected line items to Approved.
- Deny: Changes the status of selected line items to Approved.
- Needs Correction: Flags the selected line items for additional action.
- Clear: Restores the status of the selected line items to Open.
If you selected Needs Correction, a window displays for entering a required comment (up 750 characters). This comment will be applied to each selected line item. If you need unique comments, select line items one at a time.
Select Accept to save your entries and return to the Requisitions for Approval page.
Repeat as needed for another requisition. Otherwise, select Accept.

You must select Accept on both the detail page and the Requisitions for Approval page, or your entries will not be saved.

Requisition Approval Report

As the last step in the approval process, the system generates the Requisition Approval/Denial report, which shows the approval actions taken for the listed requisitions.

In the Print dialogue, specify how you want to generate the Requisition Approval/Denial report.
Select OK. The report's default file name is massreq.rpt.