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Approve a Requisition

PeopleSoft Financials 9.2

Select the Purchasing homepage

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Select the Approval Worklist tile

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Requisitions are identified by the first word in the Link, click on the Link

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Review the Summary

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Review the Header comments and attachments, use the X to exit the resulting pop-up window

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The system will default to showing you the Pending Lines.

To see more details for the Line item, click on the line item

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Review the details and click on Back to Header

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OPTIONAL:

  • If you determine you want to include another person in the approval/review process for this requisition, choose Approval Chain

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  • Select Start New Path

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  • Enter their User Id
  • Choose if you want this person to be an Approver or Reviewer
  • Click on Insert Adhoc
  • Click on the X to exit the Pop-up window
  • You will now see the added person in the Approval Chain

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Select the Line Item(s)

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Choose Approve or Deny

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  • Approve sends the requisition on to the next person in the approval workflow, if applicable, or on to Purchasing for conversion into a Purchase Order.
  • Deny sends an email back to the Requester and allows the Requester to either cancel the Requisition or make changes and resubmit.
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