Send a purchase requisition for approval

If an approval workflow is set up for purchase requisitions and you are the requestor or a designated alternate, you can send a purchase requisition for approval.

To send a purchase requisition for approval

  1. Choose Lightbulb that opens the Tell Me feature., enter purchase requisitions, and then choose the related link.

    The Purchase Requisitions page opens.

  2. Select the purchase requisition that you want to send for approval.

  3. Depending on your environment setup for approver selection and whether you want to choose the approver of this purchase requisition, perform one of the following steps:

    • If approver selection is turned on in your environment, and you want to choose the approver of this purchase requisition, perform the following steps:
      1. On the action bar, choose Requisition > Approvers.
        The Finance Request Approvers page opens.
        If no approvers appear, check to see whether the purchase requisition has been verified. For more information, see Verify a purchase requisition.
      2. On the line of the approver who you want to approve this purchase requisition, select the Enabled checkbox.
      3. To return to the Purchase Requisitions page, choose Back Icon.
    • If approver selection is turned on in your environment, and you do not want to choose the approver of this purchase requisition, proceed to the next step.
    • If approver selection is turned off, proceed to the next step.

  4. On the action bar, choose Request Approval > Send Approval Request.

    Sparkrock 365 verifies the purchase requisition and if enabled, runs budget checking.

    If there are any errors, the Error Messages page opens and displays the list of errors.

    If budget checking is enabled, Sparkrock 365 checks the purchase requisition against the budget and notifies you if the budget amount is exceeded. To return to the purchase requisition, choose No. To continue processing the purchase requisition approval, choose Yes.

    A status message appears indicating that the purchase requisition has been sent for approval, and the Status changes to Pending Approval.

Purchase requisition approvals

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