SmartFusion Modules > Accounting > Purchasing > Process > Review/Approve PO Requisitions

Recent Changes:
6.234 
- For enhanced routing, added an option for a reviewer to return and re-route a purchase requisition to the user that entered the requisition.  Added tool tips to the Approve and Approve All icons.
- For enhanced routing, added an option to notify other reviewers in the routing stream that a purchase req had been cancelled.  

6.233 - Redesign of enhanced routing history to allow for deletion of existing routing sequences while preserving the routing histories  

6.231 - Fixed an issue where an application error was thrown when both "To be emailed" and "Email PO" were selected

6.229 - Updated PO Routing display to only show reviewer when "Allow single reviewer for each sequence with multiple reviewers" is selected in PO Approval Routing for the routing stream

Refer to bottom of page for changes prior to version 6.200

Introduction

A requisition retains its unapproved status until some authorized person reviews and approves the requisition. A user must have entry rights before they can “review and/or approve” a purchase requisition. A user must have equal or greater security rights in Review 1 level in user security even if they are the 2nd reviewer.

Explanation

This screen is very similar to Enter/Edit Purchase Requisitions

Purchase Requistion Tab

Review/Approve Icon - located to the left of the Purchase Requisition Number

Date - this field can be modified if user rights allow it

Cancel PO Req - Only visible to users with rights to cancel a purchase requisition. For enhanced routing, notification emails can be sent to other reviewers in the routing stream.

Review/Approve - a note field for entering comments

Return and reroute - Only visible for enhanced routing when users who did not create the purchase requisition are reviewing/approving

Items Tab

Notes Tab

Account Distribution Detail Tab

Documents Tab

Changes Prior to Version 6.200

6.188 - Enabled and made read-only Vendor Email Address on  Review/Approve Purchase Requisitions, and Inquire Purchase Orders screens.

6.185 - Added Vendor Email Address on the Review/Approve Purchase Requisition Detail tab.

6.127 - Added the option, through a system setting in purchasing, to default the value of a purchase order approval to today's date.

6.97 - Change to send an email to the vendor a copy of the PO if the checkbox to be sent a PO is selected for the user and the configuration file is also set up. This happens after the last approval that makes a requisition into a PO.

6.88 - Changed the approval information box to not allow wrapping on the name and to limit the length of the approval name to 30 characters.

6.81 - Change the decimal placement on the emails that go out from Purchasing from 4 decimal places to 2 for clients using the 'Enhanced Routing for signature approval'
6.79 - There is now a check during the approval process that makes sure all warning notes are marked complete before allowing the user to approve the PO  

6.71 - Overbudget checks are now done upon approval

6.69 - For enhanced routing, if user2 with PO routing full rights acts on behalf of user1, "user2 for user1" will now appear in the approval box  

6.68 - An option to preview a PO's change history for the Purchase Requisition, Items Detail and Account Distribution Detail tabs was added; This option is only visible if a PO number has already been assigned