Approve a Purchase Requisition
About
requisition approval
Requisition approval is based on the Requisitions Manual Approval security right which you can assign to users in the Security Group form in Administrative Services.
You must also choose the Require Approval option in the P/O Options form.
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If your security group is assigned the security right to approve requisitions, all requisitions that you post are automatically approved, and your User ID appears in the Approver Name field after posting.
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If your security group is not assigned the security right to approve requisitions, all requisitions that you post are automatically put on hold, and the Approval Status field will display "Entered" until the requisition is posted by a user with approval rights.
The approver will have to open the requisition, remove the on-hold status, and then post the requisition.
Note the following points concerning requisition approval:
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You must have requisition approval security rights assigned to you in Sage ERP Accpac.
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You must log on using the Sage ERP Accpac User ID that is assigned approval rights.
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You must remove the On Hold status from the requisition, and then post it.
To approve a requisition:
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Open Purchase Orders > P/O Transactions > Requisition Entry.
Click here for help on Requisition Entry fields.
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Use the Finder (
)
or the navigation keys (
) to look up the requisition that you want
to approve.
To check the requisition details and totals:
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Click in the detail grid and use the scroll bars to review requisition details. You can expand the size of the Requisition Entry form to view more information.
Note: Some columns may not be displayed. Purchase Orders lets you hide columns and change the column order.
You can also click the Detail button to easily review all the fields for a single detail.
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Click the Totals tab to see the requisition comment and item totals.
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Click the Optional Fields tab to see additional information for this requisition.
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Uncheck the On Hold checkbox on the first tab to approve the requisition.
You cannot create purchase orders from on-hold requisitions.
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Click Post to post the purchase requisition.
Purchase Order Entry lets you print the purchase requisition after posting.
You can also print the purchase requisition separately, from the P/O Forms folder.
Note:
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If you have approval rights, the Approval Status field will say "Approved," and the description for your User ID will appear in the Approver Name field.
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If you do not have the security right to approve requisitions, the requisition will still be on hold after you post it, and the Approval Status field will display "Entered."