Approve Purchase Requisitions

When a purchase requisition is approved, the requisitioner is notified by email, as is the next approver in the process, if applicable.

You can approve PRs either in the My Purchase Requisition Approvals window or the Edit Purchase Requisition window. Using the My Purchase Requisition Approvals window allows you to approve a group of PRs with a single action.

Approve PRs in My Purchase Requisition Approvals

1. Select My Purchase Requisition Approvals from the My AptaFund menu, and that window opens displaying the PRs requiring your approval. The pinned filters make up the system settings for the window. You may change them using filters and/or the table display settings.

   • If needed, clear the Requires Attention Of filter to display other PRs for which you are an approver, but that aren't yet ready for your action or on which you've already acted.

   • The window defaults to show the PRs in all approval processes of which you're a part. You can use the My Approvers pinned filter to select PRs in a single approval process.

2. Select one or more PRs, and click the Approve button. You're notified of how many PRs were approved and/or failed to be approved.

Approve PRs in Edit Purchase Requisition

1. Click the Request No link in the My Purchase Requisition Approvals grid on the Dashboard, and the Edit Purchase Requisition popup opens.

2. Click Approve.

Return to My Purchase Requisition Approvals Overview