Granting approvals

Granting approvals

You are notified of requisitions, requests and invoices that are awaiting your approval in your lobby. To approve an item, click on the corresponding message in the lobby.

You can also view a list of all items awaiting your approval under the menu item Workspace - Approval.

Select the menu item Workspace.
Click the link Approval.
The Approval page is displayed.
Click the appropriate tab for the type of item that you want to approve: Requests, Requisitions or Invoices.
Click the icon next to the item you want to view or approve.
The Approval details page opens.

Tip: You can change the way the information is displayed on this page. See Display settings for approvals for more information.

You can approve, reject or forward the entire request

, all items for a supplier

or individual request items

. Click one of the following icons next to the request, supplier or item:

	Approve
	Reject. When you click this icon, the Approval comment page is displayed, on which you can enter a comment, for example, the reason for rejection.
	Forward to another approver. When you click this icon, the Approval delegation page is displayed, which lists all users that are authorized to approve the request or invoice. Click the icon next to the user to whom you want to forward the request.
	(Not for invoices) Return to the requester for correction

Click the Save button to complete the approval.

Notes on forwarding approvals

You should activate a deputy to whom your approvals should be sent in your absence. See Assigning a deputy and acting as deputy for more information.

After a time specified by the administrator in the Approval forwarding scheduled task, the system automatically forwards the request to the manager of the relevant approver. If the approver has no manager, or if it is not possible to forward the request to the manager, the request remains in the approver's Approvals list. In this case, a message is sent to the user specified in the scheduled task.

Note: If an approval has been automatically forwarded and then processed, it is still displayed to the original approver. The text Note seen is displayed instead of Approved/rejected.

Granting approvals

See also