Approving a Purchase Requisition
Updated
by
Cheryl Wallace
If an approval process is defined and active for purchase requisitions, this step is required to generate a PO from a requisition. Otherwise, setting the requisition to Ready to Approve will automatically approve & close the requisition and generate the PO.
The user must be currently logged in and the next approver to approve a purchase requisition.
- Look up the requisition to approve under Purchasing > Requisition.
- Click the Approvals tab. The grid displays the list of approvers for the requisition with order of approval.
- Check Approved. The Date Approved is updated with the current date.
- Click
to save the status. A confirmation message shows the purchase order number generated if the approval process is complete.
See also:
- Generating a Purchase Order from a Purchase Requisition
- About Purchase Requisition
- Looking Up a Purchase Requisition
- About Purchase Orders
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