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CollapseOnce a Requisition or Check Request has been submitted, it may be routed to an Approval session. The system automatically displays item(s) pending approval or open approval sessions on the Dashboard. An Approval Session can also be started by selecting the link in an eMail notification sent by the system to the selected approver.
To begin a new Approval Session, select the "Approve Pending Requisitions/Check Requests" link on the Dashboard, under the To Do heading. You will then be directed to the Load Options page to create a new session.
If a session has been loaded previously, but not processed, that open session will be listed as an Outstanding Transaction. When an Open Session is resumed, the Load Options page is bypassed and no additional 'Pending Requisitions/Check Requests' will be added to that Open Session.
Additional information for each of the transaction fields displayed within the approval session is available on the Requisition and Check Request pages.
Requisition/Check Requests can be approved, disapproved, or placed on hold by three methods; all documents loaded to the Approval Session by selecting the desired status from the Document Toolbar, by Requisition/Check Request by selecting the desired status from the header command buttons, or by individual line item by selecting the desired status from the line command buttons.
The system assigned Approval Session tracking number.
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CollapseClick to toggle the detail line display for the selected transaction.
RemoveSelect this button and click Save on the Document Toolbar to remove a transaction from the approval session.
Requisition/Check Request number.
Depending on what modules are licensed, the type of requisition will show here.
The user who entered the Requisition/Check Request will show here.
Name given to Requisition/Check Request at time of entry (Name of this field may vary based upon system setting).
Date entered at time of Requisition/Check Request entry.
The system date at time of Requisition/Check Request entry.
Displays the subtotal when the 'Enable Additional Subtotal Display' System Setting has been enabled. The subtotal is calculated as Quantity x Price for all lines excluding any additive tax amounts calculated for Check Requests.
The total Requisition/Check Request amount in functional currency.
This field will only be displayed for Requisition/Check Requests with multi-currency lines and will display the total by originating currency. Requisition/Check Requests with multiple currencies will display each currency total comma delimited with the associated currency symbol.
This field is displayed in open Approval Sessions to indicate the specific Approval List associated to the approval requirement. If all lines for a Requisition/Check Request require approval from the same Approval List, it will be displayed at the Requisition/Check Request Header. Otherwise, the Requisition/Check Request header will display 'Multiple' when the lines are associated with more than one Approval List.
This option becomes available when the 'Enable Ad Hoc Approval' System Setting has been activated to select a user to add to the current approval workflow. Only users that have been assigned permissions to the approval process in Security will be available for selection as an ad hoc approver. When a user is selected, they will be added to the approval workflow based on the approval action taken.
Upon processing the Approval Session, all lines marked for approval will be processed as approved and add the selected additional Approver as the next required approval step.
Lines marked for dis-approval will add the selected additional Approver as a required approval step before the original Approver providing them the option to make their approval decision after this additional step.
Items left marked as 'Awaiting' when the session is processed will not assign an additional approval step and return the items to the existing approval queue.
note to Creator
Approve All
Disapprove All
Mark All Lines as Awaiting
This read-only field is updated when a command button is selected which changes the line item status values.
The following Actions can be executed by Requisition/Check Request # when used as the Sort By during the session load, or individual line item:
RemoveSelect this button and click Save on the Document Toolbar to remove a line item.
Note to Creator Approve Disapprove Awaiting
AttachmentsThe inline attachment viewer will be displayed on the right hand side of the page when enabled through System Settings. The Attachments pane will display header and line level files for the selected line. If multiple files are available to view, they can be selected using the drop down field which will display the description and file name for the attachment. Only supported file formats (i.e. PDF, BMP, GIF, EXIF, JPG, PNG and TIFF) are able to be displayed in the Attachments viewer.
Line Actions
