Requisitions - Requisitions for Approval Page
On the Requisitions for Approval page, you can:
Approve, deny, or route for correction all line items for either a single requisition, a group of requisitions, or all requisitions listed.
Display the Requisition Approval detail page to approve or deny a requisition's line items. For the procedure for approving or denying line items individually, refer to Requisition Approval Detail Page.
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.
The Requisitions for Approval page displays records based on the following factors:
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.
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
The following items appear on the Action Bar of the Requisitions for Approval page:
Approve | Approves all line items at your approval group or account approval level for the requisition selected. This changes the requisition's Status field to Approved. |
Deny | Denies all line items at your approval group or account approval level for the requisition selected. This changes the requisition's Status field to Denied. A window displays for entering the reason for denying the requisition. |
Approve All | Approves all line items at your approval group or account approval level for the requisitions displayed. This changes the requisitions' Status fields to Approved. |
Deny All | Denies all line items at your approval group or account approval level for the requisitions displayed. This changes the requisitions' Status fields to Denied. A window displays for entering the reason for denying the requisitions. |
Needs Correction | Flags the line items at your approval group or account approval level as needing correction for the selected requisitions. This changes a requisition's Status field to Needs Correction. A window displays for entering the reason for requesting the correction. |
Clear | Cancels an approval action for a selected requisition. This restores the requisition's Status field to Open. |
You can change the status of individual requisitions after you use these items. However, once a requisition's status is changed and saved, you can no longer access the requisition in any of the Requisition Approval pages.
Display Requisitions
The Requisitions for Approval page displays requisitions that match your security permissions and meet the following conditions:
You must be eligible to approve or deny at least one of the requisition's open line items.
You or others on your approval level have not yet approved or denied all of the requisition's items.
Approve, Deny, or Send Requisitions for Correction
To process all of the requisitions displayed, select one of the following:
Approve All: Changes the status of all requisitions to Approved.
Deny All; Changes the status of all requisitions to Denied.
To process selected requisitions, first select the requisitions as follows:
To select an individual requisition, select its row.
To select a range of requisitions, press and hold SHIFT and select the first and last requisitions in the range.
To select multiple requisitions not listed in order, press and hold CTRL and select each requisition.
Then select one of the following actions:
Approve: Changes the status of selected requisitions to Approved.
Deny: Changes the status of selected requisitions to Denied.
Needs Correction: Flags the selected requisitions for additional action.
Clear: Restores the status of selected requisitions 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 line item in all selected requisitions. If you need unique comments, select requisitions one at a time.
Select Accept.
If you select Back instead of Accept, you will exit the Requisitions for Approval page, and your entries will not be saved.
Requisition Approval Report
As the final step of the approval procedure, 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.