What are Requisition Approval Types?

Requisition lines can be approved separately from the requisition header. You can approve, reject, or unrelease a requisition line. Requisition approval types determine the approval process for the requisition itself. You select approval types at three levels:

  • Requester, from Requesters (RQ04.1)

  • Requesting location, from Requesting Locations (RQ01.1)

  • Inventory Control company, from Company (IC01.1)

The application looks for the approval type in this order. If an approval type is not found for the requester, it looks at the requesting location. If it is not found at the requesting location, the application looks for it at the Inventory Control company level.

The available requisition approval types are as follows.

Header using approval codes

Approve the requisition header using the approval code from the requester.

When you add a requisition, if the approval type is "Header using approval codes", the application copies the approval type from the requester to the requisition header.
Header using Infor Process Automation Approve the requisition header using Infor Process Automation, if you have the Requisition Approval service enabled (does not use approval codes).
Line approval using direct approval Approve the requisition line directly by using Direct Line Approval (RQ13.2).
Line approval using Infor Process Automation

Approve the requisition line using Infor Process Automation. You can only use this selection if you have all three Infor Process Automation services enabled:

  • Requisition Create Line Approval

  • Requisition Line Approval

  • Requisition Line Approval for Grant Management
No approvals required No approvals are required. You do not need to set up approval codes if you make this selection.

The status of a requisition line displays on Requisition (RQ10.1), on the Lines tab. The statuses for a requisition line are:

  • Unreleased (the line has not been released)

  • Needs Approval (the line is released but approvals have not been received)

  • Rejected (the line needed approval but was denied)

  • Processed (the line has been approved, if required, but has not been totally fulfilled)

  • Closed (the line has been totally fulfilled)