Assigning Reviewers to Requisitions
You can assign reviewers to requisitions to establish an approval process.
This provides an option for you to control the flow of requisitions from creation to submission for quotes and/or purchase.
To enable the review process, you must assign a single reviewer or multiple reviewers to approve and reject requisitions. You can assign reviewers manually or you can have the system automatically assign reviewers.
To manually assign reviewers, add them to the requisition line using the Reviewers tab in PO Requisition Entry as you create the requisition. For more information, see PO Requisition Entry in Related Topics below.
To have the system automatically assign reviewers, you must set up default reviewers in one or more of the following forms.
- – Use to set up default purchase reviewers for Job-related requisition lines. The system assigns these reviewers in addition to any default reviewers specified in PO Company Parameters.
- EM Departments – Use the Purchase Reviewer field to set up default reviewers by department. The system assigns these reviewers to Equipment and Work Order requisition lines, in addition to any default reviewers specified in PO Company Parameters.
- IN Locations – Use the Purchase Reviewer field to set up default reviewers by inventory location. The system assigns these reviewers to inventory requisition lines, in addition to any default reviewers specified in PO Company Parameters.
You can also assign a default reviewer to requisition lines during initialization with either of the following forms:
- PO Requisition Initialization – When initializing requisitions with this form, you can specify a default reviewer to Inventory and/or Work Order requisition lines.
- PO Quote Initialization – When initializing requisition lines to quote lines, you can specify a default reviewer.
As long as you have assigned a reviewer, the system requires that the requisition or quote line must be approved by a reviewer (using PO Requisition Reviewer) before proceeding to the next stage in the process. However, you can remove default reviewers from the requisition or quote line to allow proceeding to the next level, if necessary.
For more information, see PO Requisition Reviewer in Related Topics below.