Requisition Approvals {FPMO1-5}

Requisitions may require approvals, up to nine (9) approval levels are available. The number of approvals may be set per cost centre and account and may differ from cost centre to cost centre and account to account.
Users with approval privilege {FCSM-5} will use this option to either "Approve" or "Reject" items on Requisitions (excluding Web Requisitions).
On changing status a notification route (FA2) approval will be started to notify approvers that an approval is required on a document.
To change a requisition status from status Approval to status Normal the user must Approve or Reject the not approved lines on the requisition. All line on all approval levels on a document must be approved and or rejected for a document to change status to normal.
The sequence on the action group linked to an action rule line determines the sequence in which approvers will be notified.
If the system operational definition {FCSM-1}, TAB - System Operation Definitions is set to System for a specific document the program will not display any documents even if the status of the document is Approval.

This option is used to approve back Office Requisitions. Requisitions will require approval if the system operational definition parameter 'EC' (REQ APP SYSTE(M)/US(E)RS) was set to E (users) when the requisition changed status and the next status is not Funds or Verification.

Only user with approval privileges can approve financial transactions. Personal, students and other users may be granted approval privilege {FCSM-5}. The area within which a user perform approval privileges is dependant on the permissions given to the user in the finance permissions {FCSP}.

On the first block the user can enter query criteria to filter unapproved Requisitions awaiting approver action.

By pressing the Query Approvals button in the bottom right corner of the screen will take the user to the approval screen where the first screen query will be executed.

The user can approve or reject the transactions individually or by clicking the applicable button on the top of the screen to do a batch approval or rejection. The user can set all lines to approve using the APPROVE ALL button and individually reject selected line. Should the user wish to attend to specific unapproved lines in the future the approval indicator must remain on ‘N’.

There is the facility available to “right click” with your mouse to drill down to the original document or you can scroll to the right of the screen to see the detail of the transaction.

The approval application consists of two blocks. Only users with approval privileges {FCSM-5} are allowed to enter and query approval information. In block one the approval user may enter approval query criteria. The user can further enter a sort order to display the approval records in. The user does this by entering a value 1 to 13 in to the sort order field next to the fields. The sort order value may not duplicate. It is not necessary to complete all sort order fields and the user can only complete the fields required. Further more the field i.e. cost centre need not be completed to sort on the field. The user should press the query approval button to go to block 2.

For further details on this option, see Approvals.

Example:

Date	System Version	By Whom	Job	Description
03-Mar-2007	v01.0.0.0	Charlene van der Schyff	t134631	New manual format.
08-Jun-2007	v01.0.0.0	Amanda Nell	t134631	Links to shared applications
26-Jan-2009	v01.0.0.1	Marchand Hildebrand	t152121	Proof Read System Owner
07-FEb-2012	v02.0.0.0	Marchand Hildebrand	177252	9 approval levels added to requisitions