In this lesson you will learn how to approve or reject purchase requistions, contracts, and purchase orders.
Click the State of Nebraska link.Step 1
Click the Purchasing - Agencies link.Step 2
Click the Document Approvals - Generic link.Step 3
Click Requisition Approval (Generic), Contract (O4) Approval, or Purchase Order Approval (Generic).
For this lesson click the Requisition Approval (Generic) link.Step 4
Automatically populates with your Address Book number
Note: If there are multiple Approvers at a specific level, the system requires the lowest Address Book number for the specific level; therefore, it may be necessary to enter another Approver's Address Book number.Step 5
Click in the Order Type field.Step 6
Narrow search for documents to approve by entering Order Type in the Order Type field.
Note: Order Type should be associated with the Document Type to be approved/rejected.
o OR is appropriate for Requisition Approval (Generic)
o O4 is appropriate for Contract (O4) Approval
o OP is appropriate for Purchase Order Approval (Generic)
Enter "OR".Step 7
Populate grid with Procurement Documents pending approval for the Approver.
Click the Find button.Step 8
Click the box on the row for the document to be approved.
Click the Row:1 option.Step 9
Click the Row button.Step 10
Click the Approval Review menu.Step 11
Review all detail lines associated with the selected Procurement Document.Step 12
Click the Form button.Step 13
Click the Approve menu.
If Approve is disabled (gray) either the order, or a line on the order, has been cancelled. Click Cancel. Click Row, Remove Msg to remove the order from the Work with Orders Awaiting Approval window.Step 15
To refresh grid after procurement document approval or rejection documents, click the Find button.Step 16
Click the Close button.Step 17
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