Requisition Approval Process Overview

The requisition approval process can be tailored to meet your district's specific requirements.

For example, a High School process can

• begin with the high school principal,

• followed by the grants coordinator, if a grant fund is used, or a superintendent, if the requisition is over $5000,

• and then finally the purchasing manager.

• Once all the applicable approvers have approved the requisition, the requisition will become a purchase order.

Set up the approval processes

The approval process consists of three parts: approvers, approval levels, and approval processes

Approvers are the people who will be approving requisitions. Their approval permissions can be set up with restrictions for element values, item totals, and sites/departments. In the example above, the approvers are the high school principal, the grants coordinator, the superintendent, and the purchasing manager. Click here for instructions on setting up approvers.

Approval levels are the steps through which the requisition must pass before it can become a PO. Each level can contain multiple approvers — one of which must approve the requisition before it can go on to the next level. In the example above, level 1 would contain the high school principal; level 2 would contain the grants coordinator and superintendent; and level 3 would contain the purchasing manager. Click here for instructions on setting up approval levels.

The approval process is the collection of approvers and approval levels. Each approval process consists of all the levels that a requisition must travel through on its journey from submitted to approved. Click here for instructions on setting up approval processes.

Once approval processes have been setup, employees who can submit requisitions must be assigned to an approval process. These employees are called requisitioners. Click here for instructions on setting up requisitioners.

Use the approval processes

Use the My Purchase Requisition Approvals window to view, approve, and disapprove PRs for which the you're part of the approval process.

Use the Admin Purchase Requisitions window to add requisitions, and edit, view, copy, and cancel requisitions for which you are an approver.

Return to Purchase Requisitions Overview

Return to Purchasing Overview