Approve/Decline a PO Requisition

The list of Employees assigned to Approve/Decline a PO Requisition for a given Work Order displays on the Requisition Notification Sub-Tab on the Work Order PO Requisition Tab. Here you see whether the Requires Approval check-box has been selected for Employees receiving notification. There may be several, one, or none.

After a PO Requisition has been entered, all Employees (if any) who are required to Approve or Decline it must give Approval before you can Process Parts for PO Requisition .

There are two ways to enter approval.

From a Work Order:

•	Open the desired Work Order

•	Select the PO Requisition Tab

•	Double-click to open the PO Requisition detail line desired for Approval

•	The PO Requisition Details Screen will open

•	Then click on the Approval Sub-Tab

From the Office Manager:

•	From the Office Manager panel, select the PO Requisitions Tab

•	Select the Awaiting Approval Sub-Tab

Note: Only Requisitions awaiting your approval will be appear here in the Office Manager.

•	Click to select the desired Work Order

•	Then click on either the Approve Requisition or the Decline Requisition button at the bottom left

•	The PO Requisition Details Screen will open

•	Then click on the Approval Sub-Tab

To use the PO Requisition Approval Tab:

This screen, with multiple details, is a DataView, where you can adjust the layout, print or export the data (see DataView Menu).

•	Locate your name in the Approvals list on a detail line with Status of Awaiting Approvall

•	Select the new Status (Approve or Decline) and enter the remaining information:

►	Approval Date

►	or the Decline Note, explaining the reason why

When completed:

Click OK to save and exit.

Page url: http://www.fieldone.com/startech/help/index.html?_purchmanage_po_requistion_approve_.htm