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purchasing:maintenance:approverequisition [2017/04/24 15:56] – emoreno | purchasing:maintenance:approverequisition [2022/02/18 16:24] (current) – emoreno | ||
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* Requisitions created in the next accounting period that have no general journal transactions (saved requisitions) are displayed in the next accounting period only. | * Requisitions created in the next accounting period that have no general journal transactions (saved requisitions) are displayed in the next accounting period only. | ||
- | **Note**: If you enter an account code that is not authorized on your user profile, you are prompted to enter a valid account code. You can only change the account code to an account code listed on your user profile or adjust the Amount and Percent columns. | + | **Notes**: |
- | Purchase order encumbrance transactions and purchase orders are produced after the requisition has completed the approval process. | + | * If you enter an account code that is not authorized on your user profile, you are prompted to enter a valid account code. You can only change the account code to an account code listed on your user profile or adjust the Amount and Percent columns. Purchase order encumbrance transactions and purchase orders are produced after the requisition has completed the approval process. |
+ | * If the **Exclude** section of the approval path is used on the District Administration > Workflow > Approval Rules page, a complete mask (XXX) should not be used as it will exclude all occurrences of that component. | ||
- | ++++Bid processing notes | {{page> | + | ++++Bid processing notes | {{page> |
</ | </ | ||
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====Approve a requisition: | ====Approve a requisition: | ||
- | ^Retrieve an existing | + | ^Retrieve an existing record.|{{page> |
+ | The following details for the selected requisition are displayed. | ||
^ Field ^ Description | ^ Field ^ Description | ||
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^Requisition Per|{{page> | ^Requisition Per|{{page> | ||
^Shipping Addr|{{page> | ^Shipping Addr|{{page> | ||
- | ^Sort Key/Vendor Name|++|{{page> | + | ^Sort Key/Vendor Name|{{page> |
- | ^Vendor Nbr|++|{{page> | + | ^Vendor Nbr|{{page> |
^Reason|{{page> | ^Reason|{{page> | ||
- | ^Priority|Click {{: | + | ^Priority|Click {{: |
^Reference Nbr|{{page> | ^Reference Nbr|{{page> | ||
^Work Order|Type a work order number, edit the current work order number, or leave the field blank. This field is only informational.| | ^Work Order|Type a work order number, edit the current work order number, or leave the field blank. This field is only informational.| | ||
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^Requisition Total|{{page> | ^Requisition Total|{{page> | ||
- | |++Refresh Totals|{{page> | + | {{page> |
+ | |||
+ | {{page> | ||
**In the lower grid:** | **In the lower grid:** | ||
- | ^Account Code|++|{{page> | + | ^Account Code|{{page> |
^Pct|Type the percent to charge the fund.| | ^Pct|Type the percent to charge the fund.| | ||
^Amount|Type the amount to charge the fund.| | ^Amount|Type the amount to charge the fund.| | ||
- | |++Refresh Totals|{{page> | + | {{page> |
- | |++Calculate Percent|{{page> | + | |
- | |++Calculate Amount|{{page> | + | {{page> |
+ | |||
+ | {{page> | ||
{{page> | {{page> | ||
- | ^Path|++|{{page> | + | ^Path|{{page> |
^Approve|{{page> | ^Approve|{{page> | ||
- | ^Skip|Click to continue to the next requisition without taking action on the current requisition.| | + | ^Skip|Click to continue to the next requisition without taking action on the current requisition. If there are changes to the requisition, |
^Return|{{page> | ^Return|{{page> | ||
====Other functions and features: | ====Other functions and features: | ||
- | ^+Add|++Add a row.|{{page> | + | ^+Add|{{page> |
- | ^Retrieve|++Retrieve data.|{{page> | + | ^Retrieve|{{page> |
- | ^Vendor Notes|++Add or view a vendor note.|{{page> | + | ^Vendor Notes|{{page> |
- | ^Comments|++Add comments to the requisition.|{{page> | + | ^Comments|{{page> |
- | ^Uniform Acct Distr|++Distribute amounts.|{{page>general:warehouse_uniform_dist}}++| | + | ^Print|Click to print the report. [[general:printreport|Review the report.]]| |
- | ^Print|++Print requisition details.|{{page> | + | ^Delete|{{page> |
- | ^Delete|++Delete the requisition.|{{page> | + | ^{{: |
- | ^{{: | + | |
^Documents|[[general: | ^Documents|[[general: | ||
+ | |||
+ | {{indexmenu_n> |
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