How You Use Project Information in Approval Rules for Requisitions and Orders

You can set up approval rules and routings for requisitions and purchase orders based on sponsored project information.

Aspects of using project information in approvals that are covered in this topic include:

• Example

• Attributes

• Setup

Example

Use the award contract number attribute in an approval rule condition to evaluate if a purchase order distribution is associated to a sponsored project. Then add the principal investigator in charge of the award as an approver to the approval workflow to ensure they approve expenditures against the award.

Attributes

Some of the project attributes you can use for approval rules and routings include:

• Award Owning Business Unit

• Award Purpose

• Award Type

• Contract Number

• Funding Source

• Principal Investigator

How You Set Up Approvals

Use the Manage Requisition Approvals and Manage Purchasing Document Approvals tasks to set up approvals. They're located in the Setup and Maintenance work area, Approval Management functional area.