In this topic you will learn how to Approve and ePro Requisitions through the Worklist and eProcurment Menus.
Approve ePro Requisitions through the Worklist
Requisition approvals may be performed via a few methods. This document includes the methods of approving from the Worklist and approving from the Manage Requisition Approvals menu option.
Requisition approvers, who are familiar with the existing Purchase Requisition approvals, will know how to approve from the Worklist and may skip this section of the document. New requisition approvers should follow the exercise.
After using the launcher to log into PeopleSoft Financials, at the top right of the Classic landing page, select the Worklist link.
One the Worklist view, select an item in the list for approval.
The Requisition Details displays.
As the Approver, you may scroll through the requisition lines, review comments, add comments, print the requisition, and edit the requisition prior to approving or denying the requisition.
Return to the Worklist to view the next item.
An alternative method to navigate to the Worklist is through the Classic Menu.
The Worklist displays.
Approve ePro Requisitions through the eProcurement Menus
Users may also approve requisitions through the eProcurement menus.
The Manage Requisition Approvals page displays. Approvers have several options to use to search for requisitions awaiting their approval. You may use requisition ID, date range, requester, etc. to filter search results. In this example, the approver is searching for anything requested by user MGONZ3.
NOTE: You must use all capital letters when typing ID in this field, or you can use lower case letters and then the magnifying glass to the right of the field.
In the search results, each requisition appears as a pending line. To the left of the word "pending" there is an arrow. By selecting the arrow, the requisitions information displays.
To approve the requisition, select the link in the ReqID column for the same requisition.
The Approval section displays. If desired, enter comments and click Approve. If no comments are needed, just press Approve.
The approval displays. You may select the Next in Line to continue to go through the requisitions needing approval. Or, you may choose to Return to Approve Requisitions.
This completes Approve ePro Requisitions through the Worklist and eProcurement Menus.
As the Approver, you may scroll through the requisition lines, review comments, add comments, print the requisition, and edit the requisition prior to approving or denying the requisition.
The Manage Requisition Approvals page displays. Approvers have several options to use to search for requisitions awaiting their approval. You may use requisition ID, date range, requester, etc. to filter search results. In this example, the approver is searching for anything requested by user MGONZ3.
NOTE: You must use all capital letters when typing ID in this field, or you can use lower case letters and then the magnifying glass to the right of the field.
The Approval section displays. If desired, enter comments and click Approve. If no comments are needed, just press Approve.