Approve Requisition {PR0001-6}

This function is the entry point for users with Approval and / or Override Insufficient Funds privileges to either approves or override insufficient funds on requistions lines.

Users are granted Override Insufficient Fund and/or Approval privileges on menu option Financel User Access Control {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}.

Clicking on a document number open the selected requistion in the Insufficient Funds or Approval screen depending on the reuisition status.

Requisition Number	Documents that require approval or override insufficient funds to which the user is restricted to. Document number is also the navigation link to open the screen on which approvals or override insufficient funds action are performed.
Document Date	Displays the document date..
Expected Delivery date	Displays the expected delivery date as entered by the user that created the requisition.
Originating User	Displays the user code of the user that created the requisition.
Document Status	Displays the requisition status. Funds First Approval Second Approval

Example: Approve Requistion

Approve / Override Insufficient Funds

These screen are user to approve or reject or to force or reject insufficient funds of items on a requisitions.

Maintain System Operational Definition’s Rule Codes {FCSM 1b2}

The following system operational definition has an influence on these screens

WA	PM	Web: Approval Initial Default Value	Determines the default value of the budget status or approval status. Valid values are Approve Reject Ignore
WD	PM	Fin iEnabler: Display Terms of Approval Message	Should the terms of approval be displayed on the approval screen. The approval terms text are set up in option Exernal Conversion Codes {GOPS-21}. External Body = WEB External Code Type = FWA Internal Code = Terms External Code = Terms Description = Approval Terms Text
WE	PM	Fin iEnabler: Display Tick-box if Terms of Approval Message is Y	Should the user acknowledge the terms of approval be displayed on the approval screen.
BH	CS	Allow Insufficient Funds	If the system is set not to allow insufficient funds on requisitions, requisitions will not change status to the funds status. Should a GLA have insufficient funds, the user must either ensure that funds are transferred to the affected GLA or change the GLA.

Set the Budget Fund Status / Approval Status to either Force / Reject / Ignore or Approve / Reject / Ignore depending on approving or overriding insufficient funds.
Press the save button.

Status	Action Resulting from Saving Status
Approve	Sets the approval field for the level on the line to "Approved" with the approval user and date.
Force	Sets the budget user and budget indicator on the line to "Forced".
Reject	First or Second Approval Sets the approval on the line and on the approval level to "Rejected" with the approval user and date. If the rejection is a first approval (level one), the rejection also sets the second approval (level two) o rejected. If the financing method of the item is cost or percentage all other approvals on the same item are set to rejected with the rejections user and date. Insufficient Funds Sets the budget indicators to "Rejected" with the budget user and date. If the financing method of the item is cost or percentage all other budget indicators on the same item are set to rejected with the budget user and date.
Ignore	Ignore takes no action and the line is ignored when the user press the save button.

Flields on the screen

Item Type	Displays the item type Stock, General, Payment or Non-Defined Item
Quantity	Displays the request item quantity.
Description	Displays the item description.
Budget Allocation	Displays the basis on which the items cost is financed if more than one GLA funds the item. Quantity Cost Pecentage
Item Total	Displays the calculated item total in local currency.
Cost Centre	Displays the cost centre of the GLA's funding the item.
Account	Displays the account of the GLA's funding the item.
GLA Total	Displays the calculated GLA's total in local currency.
Budget / Approval Status	Approve Force Reject Ignore

Example: Insufficient Funds

Example:Approval Screen

History of Changes

Date	System Version	By Whom	Job	Description
27-May-2009	v01.0.0.0	Marchand Hildebrand	t156750	New manual format.
18-Dec-2012	v02.0.0.0	Marchand Hildebrand	t183060	Add new finance permissions