About Requiring Approval for Requisitions

Purchase Orders provides a requisition approval system so you can ensure that only particular employees can approve purchase requisitions.

Requisitions that have been approved can be added to purchase orders.

Requisition approval is based on the Requisitions Manual Approval security authorization.

• If you have authorization to approve requisitions, all requisitions that you post are automatically approved.

  The Requisition Entry screen displays the approval status, as well as the approver's name, for a selected requisition.

• If you do not have authorization to approve requisitions, requisitions that you post are automatically put on hold, and their approval status remains Entered until they are posted by a user with approval authorization.

If you do not use the requisition approval feature, all requisitions are automatically approved when posted.

Turning on Requisition Approval

You turn on requisition approval by:

• Selecting Require Approval in the P/O Options screen.
• Turning on system-wide security in the Sage 300 Database Setup program.
• Assigning approvers to security groups with Requisitions Manual Approval authorization.
• Assigning other users to security groups that do not have Requisitions Manual Approval authorization.

Approving Requisitions that Are On Hold

Requisitions posted by user who do not have authorization to approve requisitions are automatically put on hold.

Requisition approvers must open unapproved requisitions, remove the On Hold status, and post the requisitions again to approve them.