Approving a Requisition

Updated by Cheryl Wallace

If an approval process has not been defined for transaction requisitions, any requisition set to Ready to Approve and saved will automatically be Approved.

If no approval process has defined for requisitions

  1. Look up the requisition to approve under Transactions > Requisitions.
  2. Check Ready to Approve on the General tab.
  3. Click to approve the requisition. The Approved flag will be checked.

If one or more approval processes for requisitions has been defined for your organization

  1. Ensure the user who must approve the purchase order is logged in.
  2. Look up the requisition to approve under Transactions > Requisitions.
  3. Click the Approvals tab. The grid displays the list of approvers for the requisition in the order of approval.
  4. The designated approver(s) must look up the requisition to approve under Transactions > Requisitions then check Approve. The Date Approved field is updated with the current date.
  5. Click to save the approval. If no additional approvals are required, the Approved flag will be checked.

See also:

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