Submit Requisition

Access this form using the Activities>Requisitions>Create/Approve Requisitions>Submit button.

Use this form to submit a requisition for approval, rejection, or final approval. You can also forward the requisition without indicating approval by selecting the Forward Only option. For example, if you do not have time to review a certain requisition, you can simply forward it to someone else for approval. Forward the requisition to the appropriate person by selecting a name from the Forward To drop-down list.

Account Level Security is available for this form. When account level security activated by the Administrator for the organization (Security>Set Up Account Level Segments) and enabled for a user (Security>Set Up Account Level Security), the system only displays users in the Forward To box if they have rights to view the general ledger and/or distribution code for the selected requisition.

 

Approve, Forward Only, Reject, Final Approval: Select the appropriate action for the requisition.

  • For Reject or Final Approval, the Forward To drop-down list is not available. In these cases there is no forwarding necessary, as the rejected requisition will then be routed to the original requestor, while the final approved requisition will be available to include in a purchase order.
  • For Approve or Forward Only, the requisition needs to be forwarded to another approver. If any changes were made to the requisition, the Forward Only option is not available.

Forward To: Select the person to forward the requisition to for approval, or accept the default. (The default approver was set up by the Administrator using Security>Requisitions>Set Up Requisition Users.)

Note: If you select the Forward Only option, enter a note to the person you are forwarding the requisition. For example, you may not have time to review the requisition, so enter an explanation here. This note will appear on the Notes tab of the Create/Approve Requisitions form.

  • The forward options are available according to user type (Set up by the Administrator using Security>Requisitions>Set Up Requisition Users).
    • Requestor Only - None of the options are available; you can only forward the requisition for review.
    • Approver Who Cannot Self-Approve - You can approve, forward, or reject a requisition as long as it is not your own.
    • Approver Who Can Self-Approve - You can approve, forward, or reject a requisition, even your own.
    • Requisition Administrator - You can approve, forward, or reject all requisitions regardless of who created or forwarded them.
  • Keep in mind that the line items requested will be compared to your limits when forwarding the requisition. You may not be able to request or give final approval depending on if your amounts were reached or exceeded. Limits were assigned by the Administrator using the Security>Requisitions>Set Up Requisition Users>Amount Limits tab.