Approval Process

This non-editable field displays the revision number.

The revision number represents the number of times the requisition was distributed through the approval process.

This non-editable field displays the sequence number.

The sequence number represents the order or position the approval titles fall within the overall approval process.

This non-editable field displays the approval title.

A purchase requisition approval title represents a designation that allows certain employees in your company to approve requisitions.

Approval titles are associated with specific restrictions or privileges, based on the setup you established in the Purchase Requisition Approval Titles screen (Materials\Configure\Purchase Requisition).

This non-editable field displays the approval process code associated with this requisition line.

The approval process code represents a category or grouping which allows specific employees to modify requisitions (minimally or at great length), based on the authority provided to them.

The approval title is a subset of the approval process code. Therefore, by linking a title code to a process code, certain employees inherit rights or restrictions, based on your setup of these process codes in the Purchase Requisition Approval Processes screen (Materials\Configure\Purchase Requisitions).

For example, employees associated with the "DPTMGR" approval process code might be authorized to approve requisitions with a purchase amount of up to $500,000. In addition, these employees might be authorized to modify project/account/organization information on the requisition.

Employees associated with the "DPTSUP" approval process code, on the other hand, might be able to approve requisitions with a purchase amount of up to $1,000. Members associated with this process code may have no authority to edit requisition data.

This non-editable field displays the date on which a requisition is either approved or rejected.

This non-editable field displays a rejection reason code.

If a rejection reason was not provided, this field will not display data.

This non-editable field displays the requisition rejection reason description.

If a rejection reason was not provided, this field will not display data.

This non-editable field displays the User ID.

This non-editable field displays the employee ID of the person who has Approved ("A") or Rejected ("R") the requisition.  

If a requisition is still Pending ("P"), this field will not display data.

This non-editable field displays the phone number of the employee who has approved or rejected a requisition.

This non-editable field displays the employee's phone extension.

This non-editable field displays the type of approval associated with the approval title.

The approval types are: "E" (Electronic), "S" (Signature), or "B" (Both).

Signature - Select this option to have the approval title print only in the signature block on the hard copy of the requisition. No electronic or system approval will be required.

Electronic - Select this option to have the approval title require an approval within the system. No title will print on the hard copy of the requisition.

Both - If you select this option, the approval title will print on the hard copy of the requisition, and electronic approval will also be required. It is a good practice to select this option; in addition, this option allows you to receive a hard copy of the requisition to retain for your records.

If you selected the Validate Against Project Work Force checkbox selected in the Requisition Approval Titles screen (Materials\Configure\Purchase Requisitions) when this approval title was established, this field will display "Y" (Yes). Otherwise, this field will display "N" (No).

This non-editable field displays the QC (Quality Control) approval information.

"Y" indicates the approver can change QC data on a requisition line during the approval process.

"N" indicates the approver cannot modify QC on a requisition line during the approval process.

This non-editable field displays additional approver notes that are specific to this requisition.

Click on this pushbutton to close or hide the subtask.