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

Recent Changes:
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

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.

Refer to bottom of page for changes prior to version 6.100

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

Review/Approve - a note field for entering comments

Print PO Change History - preview any updates to existing entries after a PO number was assigned

Items Tab

Notes Tab

Account Distribution Detail Tab

Documents Tab

Changes Prior to Version 6.100

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