How_do_I_set_up_an_approval_process_for_requisitions_

How do I set up an approval process for requisitions?

Create an approval process to send requisitions. You can create a single requisition approval process for the entire company or create a requisition approval process for each department.

 

Guidelines

  • If more than one approval process is assigned to approve requisitions, Connect will choose the first approval process from the list of approval processes for requisitions.

 

Step 1: Set up an approval group for requisitions

Set up the users who can approve requisitions. See the help topic titled How do I add an approval group?

 

Step 2: Add an approval step for requisitions

Set up the approval steps the requisition requires to be approved. An approval process requires at least one approval step. The number of approval types in the requisitions approval process depends on the guidelines set by your organization for approving requisitions.

See the help topic titled How do I add an approval step?

 

Step 3: Create an approval process for requisitions

Connect can route requisitions through an approval process where approvers can review the item and then approve it or reject it.

See the help topic titled How do I add an approval process?

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I enter requisitions?

      Set up a requisition to request goods and services from a vendor. Entering requisitions 1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions. Connect uses the next available requisition number and current date. 2. Enter ...

    • Which requisitions are waiting for my approval?

      View requisitions that are assigned to you for approval and requisitions that will be assigned to you. You'll find these options in Connect Accounts Payable > Purchases and Requisitions > Approve/Cancel Requisitions. Viewing requisitions in My Queue ...

    • How do I add an approval process?

      Connect can route items through an approval process where approvers can review the item and then approve it or reject it. Before you get started Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step? ...

    • Error: Approval process not complete for timesheet

      Issue When an approval process is set up to approve timesheets and the Timekeeping application is set up to include time from Connect Online, the report will flag employees who have hours recorded in Connect Online or have hours recorded on the ...

    • 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 ...