How_do_I_assign_a_requisition_to_an_approval_process_

How do I assign a requisition to an approval process?

When you create a requisition, Connect will assign the approval based on the department and approval thresholds or you can assign the requisition to an approval process. After you finish entering the requisition, Connect will submit the requisition to the approval process for approval.

Before you get started

  • Add the approval process to Approval Processes in Organization. See the help topic titled How do I add an approval process?

Assigning an approval process to a requisition

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions.

2. Enter the requisition as usual.

3. Click the Approval tab.

Approval tab

4. Enter the Approval Process.

Use the Approval Process field to enter an approval process. To view a list of approval processes, click the Search button.

Approval process field

When you select an approval process, the steps in the approval process display in the grid.

5. Click Save (CTRL+S).

Connect use the grid on the Approval tab to display the approval levels in the approval process. You can use the grid to track the requisition's progress through the approval process.

 

 

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