In this lesson you will learn how to approve or reject purchase requistions, contracts, and purchase orders.
Steps:
Click the State of Nebraska link.
Step 1Click the Purchasing - Agencies link.
Step 2Click the Document Approvals - Generic link.
Step 3Click Requisition Approval (Generic), Contract (O4) Approval, or Purchase Order Approval (Generic).
For this lesson click the Requisition Approval (Generic) link.
Step 4Approver
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 5Click in the Order Type field.
Step 6Order Type
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.
For example:
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 7Populate grid with Procurement Documents pending approval for the Approver.
Click the Find button.
Step 8Click the box on the row for the document to be approved.
Click the Row:1 option.
Step 9Click the Row button.
Step 10Click the Approval Review menu.
Step 11Review all detail lines associated with the selected Procurement Document.
Step 12Click the Form button.
Step 13Click the Approve menu.
Step 14
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 15To refresh grid after procurement document approval or rejection documents, click the Find button.
Step 16Click the Close button.
Step 17