| Purchase requisition approval processSpecifying the approver list In the Approvers (tdpur2105m000) session, you can
maintain a list of valid requisition approvers (individuals or departments) and
define a hierarchy in the approval structure. Before adding to the approver list: - Define employees and
departments in the Employees - General (tccom0101m000) and Departments (tcmcs0565m000) sessions.
- Because an individual
approver can belong to only one department, define an employee's department
defaults in the Employees - General (tccom0101m000) session.
- The approver's
effective date and expiry date must be valid and must be verified in the Employees - General (tccom0101m000) session. Also, the Approver, as specified in the Approvers (tdpur2105m000) session, must have a valid Effective Date and ExpiryDate.
Note - The Department field in
the Approvers (tdpur2105m000) session is a mandatory field. If an approver is
selected in the Approver field of
the Approvers (tdpur2105m000) session, the approver must belong to the selected
approver department.
- Only approver
departments that are purchase offices and
individual approvers from the purchase office, are allowed to perform final
approval on a purchase requisition.
Use the Print Approvers (tdpur2405m000) session to print the approver list. Approving or rejecting purchase requisitions When a purchase requisition is submitted for approval, based on
the linked approver list from the Approvers (tdpur2105m000) session, approval records are inserted in the Purchase Requisition Approval Progress (tdpur2506m000) session. Usually, the following steps are caried out in the approval
process: - The first approval record is filled with the Approver and Approver Department from the requisition header. If
the approver has a parent approver in the approver list, a next approval record
is inserted with this parent approver. The complete approver tree is inserted
based on the parent approvers in the approver list. These approval records have
the pending approval status.
- When the first approver approves or rejects the requisition,
the status of the approval record changes from Pending Approval to Approved or Rejected. When the requisition is approved by the first
approver, the Approver and Approver Department fields on the requisition header
are updated with the approver and approver department of the next approval
record/next approver.
- When the requisition is approved by all approvers on the
approver list, the requisition status is changed from Pending Approval to approved. If an approval record with the Pending Approval is still available in the Purchase Requisition Approval Progress (tdpur2506m000) session, which means a
next approver must still judge the requisition, the requisition status remains Pending Approval.
Note - In the Purchase Requisition Approval Progress (tdpur2506m000) session, which is
displayed as a tab in the Purchase Requisition (tdpur2600m000) session, approvers can view if
requisitions are submitted to them for approval.
- The Approval Authorizations field in the Purchase Requisition Parameters (tdpur0100m200) session determines how the
approver list is used in the purchase requisition approval process.
- Prior to approving the purchase requisition, approvers can
review the requisition lines on the Requisition Lines tab of the Purchase Requisition (tdpur2600m000) session and select the Rejected check box if they want to reject a specific
requisition line.
- In the Purchase Requisitions (tdpur2501m000) session, the Allow Partial Rejection check box determines whether an Approved purchase
requisition can include requisition lines that are rejected.
- If a requisition is rejected by an approver, a requester can
modify the purchase requisition. When a requisition with the modified status is resubmitted for approval, an
additional approval record is inserted for the approver that rejected the
requisition in the Purchase Requisition Approval Progress (tdpur2506m000) session. This approval record has the status Pending Approval.
- If the Budget Exception check box is selected for one or more
requisition lines, the requisition cannot be approved. First the budget
exception must be handled.
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