This page includes details for users that approve requisitions. The following options will be available on the Requisition grid/records when the Workflows Module is enabled and Requisition Approval is enabled in the Workflow Configuration. For more information on the setup process see Setting up Requisition Approvals.
For more information on the process of submitting requisitions for approval see Submit a Requisition for Approval.
Overview
Requisition approval can be accessed from the Workflow Tasks panel on the Home page or through the Workflows > Requisition Approval > Requisition Approval page. Users that are set as approvers will receive an email when there is a requisition requiring their attention.
When approving, the options include Approve or Reject.
- Approve - Approving the requisition will send the requisition to the next approval group and notify the submitter. If the approver is the last user in the approval process, the requisition Workflow Approval Status will be updated to Approved and the requisition will be available to be converted to a Purchase Order. An email will be sent to the submitter that the requisition has been approved by all approvers.
- Reject - Rejecting the requisition will stop the approval process and send notification to the submitter that the requisition has been rejected. A reason can be included when rejecting a requisition. The requisition will be available to be edited, deleted, or resubmitted.
Approvers also have the ability to edit the account code on requisitions they approve.
Account Access
The account access is consistent with any Account Filter assigned to a User. If a user does not have access to an account code they will not be able to use it when updating a requisition they are approving. If the requisition approver does not have access to an account on a requisition submitted to them, they will be unable to Approve or Reject that transaction.
Due Dates
When viewing a list of requisitions available to approve, there may be a due date associated with the requisitions. Due dates are configured by each district to represent the ideal date that the requisition would be approved by. Requisitions will still be available to approve after the due date passes. Requisitions approaching the due date will be highlighted yellow and requisitions that have reached or are past the due date will be highlighted red.
Approving from Home Page
Requisitions can be approved directly on the Home page using the Workflows Tasks section.