Approve or reject a requisition

Unapproved orders (requisitions) may be placed through multiple approval stages before they become approved orders and are made available for purchasing. The approval stages or steps will include sufficient levels to provide the necessary control without cluttering up the ordering process. For example, non-revenue generating units may require only one step: purchase approval. Revenue generating units may require three steps: credit approval, purchase approval, and finance approval.

When an order is submitted for approval, the order value is compared to the authorization levels of the pertinent approvers and the order is sent to the first approver for each stage that meets the minimum requirements. All approvers who exceed the minimum requirements still have access to approve or reject the order.

The approval steps and levels defined at the time an order is submitted for approval are used to determine the approval routing. Subsequent changes to this setup will only affect new submissions.

1. At the Asset Management main menu, select Acquisition | Order Approval. The Order Approval by Facility display screen appears.
2. You can change your view of the screen by clicking on the appropriate toggle buttons: All/Outstanding, All/Direct, View By Customer, View By Facility. You can also change the Company and/or Facility you are looking at.
3. To approve a requisition, right-click on it and select Approve. The item disappears from the screen, or the Status changes to A if you are viewing all entries. Enrich will move the item to the next level/person in the approval process, if appropriate.
4. To reject a requisition, right-click on it and select Reject. The item disappears from the screen, or the Status changes to R if you are viewing all entries. Enrich will move the item to the previous level/person in the approval process, if appropriate.

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