Select Individual Requisitions

To select an individual Requisition for approval or rejection click on the link in the Approvers column in the Grid on the Multiple Approval form, which us accessed as detailed in the Approving Requisitions section:

This will open the Single Approval screen:

The options on this screen are:

• Here link: A link named here may be available at the bottom of the wording at the top of the screen:

Clicking on this link will open the Approval Status screen providing further details in the approval status of the Requisition.  This screen is further detailed in the Approval Status section.

• Funds link: If a Funds columns is displayed:

Clicking on the link in this column will open the Funds Check Details screen, providing details of the funds available.  This screen is further detailed in the Funds Check Details section.

• Do you wish to override the funds shortfall: This tick box will only be available where approving the Requisition would result in a shortfall in the funds, i.e. there is not enough funds to cover the Requisition if approved.  Selecting this option will allow you to approve the Requisition without the shortfall being referred to another manager for approval.
• Approve tick box: Select tick box to approve the Requisition.  Add a message to the Message text box, if required, and click on the  button - you will be returned to the Multiple Approval screen.
• Reject tick box: Select tick box to reject the Requisition.  Add a message to the Message text box as to the reasons for the rejection and click on the  button  - you will be returned to the Multiple Approval screen.
• : This button will return you to the previous screen, i.e. the Multiple Approval screen, and the Requisition will not be approved or rejected.

Once the Requisition has gone through all the required approvals, a Purchase Order will be created.  Once created it will either be emailed, printed, or both, dependant on the settings for the Supplier.  If a printed option is selected on the Supplier, i.e either printed or email and printed, a PDF will be created and emailed to the user that created the Requisition, so it can be printed and posted to the Supplier.