Set Up Manual Requisition Approval
Overview
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.
To set up requisition approval in Purchase Orders:
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Turn on security for the system database in Sage ERP Accpac's database setup program to use database security features.
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In MS Windows, click Start > Programs > Sage Software > Database Setup.
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Enter your administrator password and click OK.
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Double-click the system database for which you are turning on security.
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Select the Enable Application Security option, and click OK.
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Create security groups in Sage ERP Accpac for requisition entry and requisition approvers.
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In Sage ERP Accpac ERP, open Administrative Services > Security Groups.
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Choose Purchase Orders from the drop-down list.
To create a security group of PO approvers:
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Choose an existing P/O security group ID or enter a new group ID and description.
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Select Requisitions Manual Approval to grant PO approval rights.
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Assign any other rights that you want to attach to this security group.
To create a security group for requisition entry only:
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Choose an existing P/O security group ID or enter a new group ID and description.
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Select Requisitions Entry to allow users to enter requisitions.
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Do not provide Purchase Order Entry rights or Requisitions Manual Approval rights if you want to prevent users from approving requisitions/POs.
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Assign any other rights that you want to attach to this security group.
For example, you can choose whether or not users can view requisition and receipt costing information.
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Assign employees to the appropriate security groups.
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In Sage ERP Accpac ERP, open Administrative Services > User Authorizations.
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Choose the User ID that you want to assign to a security group.
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Select Purchase Orders from the list of applications.
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Choose the appropriate security group ID for the user.