About Setting Requisition Approval Options

The PO module enables you to assign reviewers to requisitions, enabling an approval process. If you want to enforce the approval process, you can have the system enforce the approval process for both quote and purchase lines.

To enforce the approval process for quote lines, select the Approval Required on RQ for Quote check box in the PO Company Parameters form, Requisition Info tab. The system enables the Quote Reviewer field. Enter a default reviewer in the Quote Reviewer field, if necessary. The system adds this reviewer to each requisition line that you add manually or via initialization.

To enforce the approval process for purchase lines, select the Approval Required on RQ for Purchase check box in the PO Company Parameters form, Requisition Info tab. The system enables the Purchase Reviewer field. Enter a default reviewer in the Purchase Reviewer field, if necessary. The system adds this reviewer to each purchase line that you add manually or via initialization.

Optionally, input values in the Threshold Amount and Threshold Reviewer fields. Threshold settings apply to either quote lines or requisition lines routed directly to purchase. When purchase totals reach the specified threshold amount, the system will assign the line to the threshold reviewer, who must approve the quote or requisition line before it can be initialized to a purchase order.

For more information, see Assigning Reviewers to Requisitions.

About the PO Company Parameters Form