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Approve/Decline a PO Requisition

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The list of Employees assigned to Approve/Decline a PO Requisition for a given Work Order displays on the Requisition Notification Sub-Tab on the Work Order PO Requisition Tab. Here you see whether the Requires Approval check-box has been selected for Employees receiving notification. There may be several, one, or none.

After a PO Requisition has been entered, all Employees (if any) who are required to Approve or Decline it must give Approval before you can Process Parts for PO Requisition .

There are two ways to enter approval.

From a Work Order:

Open the desired Work Order
Select the PO Requisition Tab
Double-click to open the PO Requisition detail line desired for Approval
The PO Requisition Details Screen will open
Then click on the Approval Sub-Tab

From the Office Manager:

From the Office Manager panel, select the PO Requisitions Tab
Select the Awaiting Approval Sub-Tab

Note: Only Requisitions awaiting your approval will be appear here in the Office Manager.

Click to select the desired Work Order
Then click on either the Approve Requisition or the Decline Requisition button at the bottom left
The PO Requisition Details Screen will open
Then click on the Approval Sub-Tab

To use the PO Requisition Approval Tab:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu).

Locate your name in the Approvals list on a detail line with Status of Awaiting Approvall
Select the new Status (Approve or Decline) and enter the remaining information:
Approval Date
or the Decline Note, explaining the reason why

When completed:

Click OK to save and exit.

 


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