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Navigate toProcurementRequisitioningRequisitions-advancedNavigate toProcurementRequisitioningRequisitions-advanced

Click Project Budget Approval.

By default the first items details appears to the right of the screen. If you wish to action one of the other items click on the item to select.

Check the requisition details are correct. If all appears ok, click . The following message will appear.

If the details are wrong, click . (Note – a comment must be entered in the pop box and must be clicked again).

Approvers - Requisition

Receive an email

notification

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Service

Review task to action

Approve or Reject as necessary

The Process

Note – If you are aware that a requisition is due for approval you do not need to wait for the email to arrive. This is just a notification.

You may have a number of tasks. In this example there are 2.

List of tasks for you to action.

Detailed information of the requisition.

Action buttons.

Approval screen

Approval process

Top tip – once tasks have been actioned, click to update your list.

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Click . This greys out the 2 buttons and allows you to action line by line.

Approvers - Requisition

Select the line(s) you wish to action.

Action as required. In this example I have Approved line 1 and Rejected line 2.

Click . (Note – the icon appears at the bottom of the screen).

To return to processing the whole requisition (using Simple mode as in page 1) click .

Using Advanced mode

There may be requisitions with a number of product lines that need to be actioned differently. This can be done in the following way.