In this topic you will learn how to Approve a Requisition.

Click the link for the requisition you wish to approve.

In this example, Req ID 0047078 will be used.

Click the Expand section button to view the Review/Edit Approvers section.

Requisition Approval Fields, Buttons and Links (continued)

Total Amount - the total amount of the requisition;

View Printable Version - cannot be used. You must print requisitions from the Report Manager. See the Uncheck Hold from Further Processing and Print a Requisition topic in the Managing Requisitions manual for detailed instructions on how to print a requisition from the Report Manager.

Requisition Approval Fields, Buttons and Links

Business Unit - the requisition Business Unit;

Requisition ID - the Requisition ID for the requisition;

Requisition Name - the description of the items requested or the requisition id number;

Requester - the person who entered the requisition;

Entered On - the date the requisition was entered into the system;

Status - the status of the requisition;

Priority - the approval priority of the requisition;

Budget Status - the budget check status of the requisition;

Edit Requisition - a link to the requisition header;

Requisition Approval Fields, Buttons and Links (continued)

Line Information - requisition line number, item description, vendor name, quantity ordered, UOM (unit of measure), and price;

View Line Details - contains all the information outlined above with the addition of chartfield information.

Requisition Approval Fields, Buttons and Links (continued)

Review/Edit Approver - displays the number of approval steps and provides a link to view a list of users who are eligible to approve this requisition;

Enter Approver Comments - approvers may enter comments regarding the requisition. Comments must be added whenever a requisition is denied or put on hold.

Requisition Approval Fields, Buttons and Links (continued)

Approve, Deny and Hold - used to select an action to be taken on the requisition.

You can view line details for a single line or for all lines at once.

To view a single line, click the checkbox to the left of the line number.

To view all lines, click the checkbox to the left of the Select All/Deselect All link.

Click the Multiple Approvers link to view the list of users who can approve the requisition.

In this example, you have determined the requisition will be approved.

Click the Return to Worklist link to return to your worklist and select another requisition from the list.

NOTE: You may click the Multiple Approvers link to view the list of users who can approve the requisition.

Once the requisition has been approved and saved, it should be removed from the worklist and routed appropriately. In this example, the requisition you approved (Req ID 0047078) was the second option and it no longer displays in the worklist.

NOTE: When the requisition is approved, an entry will be made in the requester's worklist to indicate the requisition has been approved. The requester should click the Mark Worked button to remove the entry from their worklist.

You will receive a message stating the requisition has been approved. The system automatically saves the requisition once it is approved.

NOTE: LSUNA, LSUNO and LSUSH use a one-step approval process. Once the department approver approves the requisition, the status changes to Approved as shown in this example and the requisition will be routed to Purchasing for sourcing.

NOTE: HCSD Business Units use a two-step approval process. The requisition is first approved by a department approver and then by Purchasing.

A HCSD facility is used as the Business Unit for this example. A department approver has approved the requisition. The status of the requisition will not change to Approved until someone in Purchasing approves the requisition. A message displays stating the requisition will be routed to the next level for approval.

This completes Approve a Requisition.