HOW TO SET UP PURCHASE REQUISITION APPROVAL




Purchase Requisition Approval is used when the management requires approval of purchase requisition before transferring to purchase order.


1. Go to Maintenance > System Options > Purchases Tab and tick ‘Allow only Approved Purchase Requisition to be Transferred.’

 



 

2. To assign/create Purchase Requisition Approver(s), go to Purchases and select Purchase Requisition Approver then click New.





  • Then key in the Approval Level. You will set the approval level based on the number of approvers.
    • If 2 Approvers are required, set the Approval Level to:
      • 1st Approver (User 1) = Level 1
      • 2nd Approver (User 2) = Level 2 
    • If 1 Approver only is required, set the Approval Level to 1. Can have multiple Level 1 Approvers and any of them can approve the PR.
  • Select the User/Approver from the dropdown list
  • Tick ‘Default Approver’ if the user shall be the default approver
  • Tick ‘Supervisor’ if applicable (To tag the approver as supervisor)
  • Once done click the Save button

 



                        

3. To approve the Purchase Requisition(s), go to Inquiry and select PR Approval Inquiry. 





  • Then click the Inquiry button to see the list of PRs for approval. Double-click the PR to open the actual document.


 

 

  • Click the Approvals Tab and tick the corresponding checkbox if the PR is Approved or Rejected then click Save.

 



NOTE:



For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://qnesupportph.freshdesk.com