Concepts

Tasks

Settings

Sending Requisitions for Approval

Your site’s approval settings determine if requisitions require approval. If approval is required, you must send the document to be approved before the requisition can be turned into a purchase order.

If a Request for Quotation (RFQ) is required for the requisition and the process of obtaining and analyzing bids is taking too long, you can release the requisition for approval before the process is complete. The approval will be based on the estimated cost of the resources.

To Send a Requisition for Approval

1.	From the site’s Requisitions view, Requisitions tab, then the Requisitions tab, open the requisition that you want to have approved.

2.	From the Requisition menu, select Send for approval. The Send for Approval dialog is displayed.

3.	Depending on your site settings, you can send the whole requisition to one approval route or you might need to select a route for each requisition line. Depending on how you are approving requisitions, use one of the following methods:

•	Whole Requisition Approval: Select the Approval Route from the list. Only valid approval routes for requisitions are listed.

Enter a comment, if you wish. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

•

Requisition Line Approval: The system attempts to select an appropriate approval route for each requisition line. To change the selected route for a line, select the line and press F2. The Approval Route box can then be edited. Select the approval route from the list. Only valid approval routes for requisitions are listed.

Press Tab to open the Comment box. Requester comments are displayed in the site’s Approvers view, Requests tab, as well as in the Approval Request window in the Request Info tab.

4.	Select whether or not Email Notification is required:

Setting Name

Description

Notification

Select whether or not the approval request’s originator should be notified by email when the approval route is completed. Depending on the site’s settings, the originator might be either the originator of the document being sent for approval (for example, the planner listed on the work order) or the employee who is sending the approval request. The name of the person considered to be the originator is shown in this section. To have APM automatically send an email to the originator once all approvers have reviewed the request, select Yes, send an email when the approval process is complete.

5.	Click Send for Approval. The approval request is sent to the first approver on the approval route(s) selected and the document’s status is changed to “Waiting for approval, Planned”.

To Release a Requisition for Approval

1.	On the site’s Requisition view, Requisitions tab, select the Lines tab.

2.	Right-click the requisition line that you want to release for approval and select Release for Approval.

3.	Click Yes in the confirmation dialog that appears. The requisition becomes available for approval.