This screen is where purchase requisitions are approved or rejected. Most organizations that use purchasing requisitions require that they be approved prior to being placed on a purchase order.
To approve a requisition enter or select the Req No. Press tab. Review the information carefully. Verify the Requestor ID and Name, their location, any notes they included and each Line Item on the request. To approve the first item, click on the Process button. Unless you are entering Reject Reasons on an item or for all items, clicking Process signals your approval of the item. Click Process for each item. You may skip an item by clicking on the Skip/Next button. When all the items have been processed, the next Requisition in numerical order will be loaded. Watch the numbers closely to ensure that you approve only the ones you intend to approve.
To reject a requisition enter or select the Req No. Press tab. Review the information carefully. To reject a single line item select the Reject Rsn on its row. Click on Process to reject it and move to the next line item. To reject all the items select a Rejection Reason in the Approval Action area. Then click on Reject All. Click on save when you are done.
Inventory Application User Training Guide
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.