How To Set Up Purchase Requisition Approval

HOW TO SET UP PURCHASE REQUISITION APPROVAL

Purchase Requisition Approval is used when the management requires approval of purchase requisition before transferring to purchase order.

1. Go to Maintenance > System Options > Purchases Tab and tick ‘Allow only Approved Purchase Requisition to be Transferred.’

2. To assign/create Purchase Requisition Approver(s), go to Purchases and select Purchase Requisition Approver then click New.

• Then key in the Approval Level. You will set the approval level based on the number of approvers.
  • If 2 Approvers are required, set the Approval Level to:
    • 1^st Approver (User 1) = Level 1
    • 2^nd Approver (User 2) = Level 2 
  • If 1 Approver only is required, set the Approval Level to 1. Can have multiple Level 1 Approvers and any of them can approve the PR.

• Select the User/Approver from the dropdown list
• Tick ‘Default Approver’ if the user shall be the default approver
• Tick ‘Supervisor’ if applicable (To tag the approver as supervisor)
• Once done click the Save button

3. To approve the Purchase Requisition(s), go to Inquiry and select PR Approval Inquiry. 

• Then click the Inquiry button to see the list of PRs for approval. Double-click the PR to open the actual document.

• Click the Approvals Tab and tick the corresponding checkbox if the PR is Approved or Rejected then click Save.

NOTE:

For further concerns regarding this matter, please contact support to assist you or create ticket thru this link https://support.qne.com.ph