Approving a Requisition Using SuiteFlow
To approve a requisition using SuiteFlow:
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Log in to the Employee Center.
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Click Approve Requisitions.
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Select a process in the Action field.
The Action field lists the available actions of all purchase order workflows. For example, you can select the workflow action of Approve, or alternately select the action Reject.
Actions available in the field are shown as follows: Workflow name : Workflow state : Workflow action
This is an example of a workflow action selection: Requisition Approval Routing : Pending Approval : Approve
The third section shows the action that will be implemented for the selected requisitions. In the case above, that action is to Approve.
The selection you make in the Action field filters the list of purchases that are displayed.
For example, select the action Requisition Approval Routing : Pending Approval : Approve. The list of requisitions that show are only ones that meet the following conditions:
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Uses the workflow named Requisition Approval Routing
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Has a status of Pending Approval
You can select All in the Action field to show requisition associated with all workflows and actions.
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After you select the workflow and action, check the Select box next to each requisition you want to process using the selected action.
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Click Submit.
Supervisors can automatically be notified when they have requisitions to approve. Only an administrator can enable supervisor notification. To enable this preference, go to Setup > Accounting > Preferences > Accounting Preferences. Check the Automatically Notify Supervisors box.
In the Employee Center, your employees can view the status and approval history of their requisitions by clicking View Requisitions.
You also have the option of manually selecting a status in the Approval Status field on a requisition.
Approve Requisitions Individually
Approvers with permission can open an individual requisition and approve it.
To approve an individual requisition:
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Go to Transactions > Purchases > Enter Requisitions > List.
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Click Edit next to a requisition.
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In the Approval Status field, select the appropriate status. Statuses available are as follows:
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Pending Approval
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Approved
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Rejected
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Click Save.
Approve Requisitions in Bulk
You can approve many requisitions at one time using the bulk approval queue.
To bulk approve requisitions:
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Go to Transactions > Purchases > Approve Requisitions.
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Check the box in the Approve column next to each requisition to be approved.
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Click Submit.