Steps to Approve RequisitionsThe Requisition Approvals option is utilized by designated users to approve requisitions that have been submitted for approval. The approval process for requisitions follows the hierarchy (approval sequences) as defined with the approval trees assigned to the requisitions. If a requisition is rejected by one approver on the approval tree within the Requisition Approvals option, the requisition will not proceed to the next approval sequence on the approval tree, and will instead be sent back to the submitter. If applicable, the fields defined to be edited (within the Requisition Options option in the School Accounting System) can be changed within the Requisition Approvals option. If a change is made to a requisition in the Requisition Approvals option for a field defined with the Requires Restart of Approval field selected in the Requisition Options option in the School Accounting System, the requisition will be sent back to the first sequence on the approval tree.
If the system is set up to send notification emails for requisitions (in the Email Manager option in the School Accounting System), upon approving or rejecting requisitions, emails will be sent to the appropriate users with the next approval sequences as the requisitions flow through the approval trees, to the users who submitted the requisitions once completely processed (received final approval or rejected), to the prior approvers and/or submitter if requisitions were changed (if applicable), and to the users who are designated to receive an email for requisitions that received final approval.
Note: In order for the Requisition Approvals option to be available in Web Link, a user must have rights to approve requisitions (within the User Security option in the School Accounting System) and be assigned to an approval sequence on an approval tree in the School Accounting System.
Requisition Approvals Tutorial
Note: In order to view the tutorial, you must have an active Internet connection, along with a sound card and speakers installed on your computer.