Understanding Requisition Approvals
Within PeopleSoft Purchasing, you can use workflow to approve requisitions. This enables you to direct approvals to the correct people in the correct order. At the purchasing business unit level, you can choose one of two different workflow methods:
PeopleTools Workflow Technology documented in the PeopleTools: Workflow Technology. This workflow method enables you to approve the requisition at the header level. You can route a requisition for approval based on the amount, the ChartFields used, or both. When you use the PeopleTools Workflow Technology approval method, requisitions are approved using workflow roles, rules, and routings. To implement workflow approvals, define the roles, rules, and routings using the PeopleSoft Application Designer, PeopleCode, and Workflow Administrator. Your system is delivered with basic approval rules already established.
PeopleSoft Approval Framework documented in the PeopleSoft Approval Framework . This workflow method enables you to approve the requisition at the header level, line level, or both. You can deny some lines of the requisition and approve others, making line-level approvals independent for each line. Besides approving or denying a requisition, you can also pushback a requisition or requisition line. A pushback returns the transaction to the previous approval step, requiring the prior approver to reevaluate the approval. With proper authorization, an approver can add other approvers, called ad hoc approvers, to the current or a later stage of the approval process. Reviewers and ad hoc reviewers can be part of the workflow. Reviewers see the requisition or requisition line but do not approve it.