When a Purchase Request is submitted, authorized approvers must review the details to either authorize the purchase or decline the request.
Select Purchasing from the Navigator panel.
Select Purchase Requests.
Locate requests awaiting review by filtering for the Submitted status using one of the following methods:
Advanced Filter: Select Submitted from the Status dropdown menu in the filter group at the top of the window.
Column Filter: Type Submitted into the filter box directly above the Status column in the browser grid.
Check the box next to the specific line item you wish to review.
Perform the approval or rejection using one of the following methods:
Select Open from the Actions dropdown menu, review the details, and select Approve or Reject located at the top of the request.
Select the Actions dropdown menu and select Approve or Reject.
Enter a required explanation in the Rejection Reason field if rejecting the request.
Select Yes.
Select the Collaborate button at the top of the request to notify the original requester that the request was rejected and specify which items need adjustment before they resubmit.
Important Notes on Rejection
Full Rejection Only: You cannot reject individual line items. Selecting Reject will decline the entire Purchase Request.
Best Practice: It is highly recommended to use the Collaborate button to document specific feedback. This ensures the requester knows exactly what changes are required to secure a future approval.
