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Requisition Auto Approval is an optional process for the purpose of expediting the approvals in the Shopping Cart. Refer to Examples at the bottom of the page for more information on how auto-approval functions.
The Requisition Auto-Approval tab has the following options:
•Edit
Use the following steps to edit the requisition auto-approval options:
1. Click on the System tab, click Settings, and select Purchasing.
2. Click on the Requisition Auto-Approval tab.
3. Click on the Edit button to make fields available.
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4. If applicable, in the To Be Auto-Approved, Requisition Must Meet Following Conditions section, select or deselect any of the following selection boxes: Be Within Budget, Contains Only Stock Items, All Stocks Must Be Tendered, Has No Vendor/Buyer Note and/or Amount Not Exceed.
Note: If Amount Not Exceed is selected the amount to not exceed needs to be entered in the field to the right.
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5. In the To Be Auto-Approved Unconditionally, A Role Must Be Selected section, select or deselect the Directly Route Requisitions To Buyer selection box.
Note: If Directly Route Requisitions To Buyer is selected a role needs to be entered in the field to the right.
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6. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
7. Click on the Save button to confirm the changes, or click on the Undo button to remove all input information and reset the fields to their default values.
Example 1: For a requisition to be auto-approved. If the Amount Not Exceed field is set at 500.00 and the Shopping Cart shows that the requisition exceeded the 500.00 threshold. In this case the item is not auto approved, and the user must select an Approver from the drop down list. The item is routed to the Approver for Review.
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Example 2: If the Amount Not Exceed field is set at 500.00 and the Shopping Cart shows that the requisition does not exceed the 500.00 threshold, the Approver field Auto Approved is displayed and the requisition is sent to the Buyers In-Basket.
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