Approving a requisition manually

The manual approval process lets you approve (authorize), reject, or unrelease a requisition. You need to approve a requisition manually when the requisition total exceeds a monetary limit and the Requisition Approval service is not set up. This procedure outlines the process an authorized approver uses to manually approve requisitions.

Procedure flow: Approving Requisitions Manually

Approve a requisition manually

  1. Access Approval Review (RQ12.1).
  2. Select requisitions for review.
  3. Specify this information:
    Authorization ID

    Specify the identification for the approver performing the authorization. This is similar to a password for the approver. The authorization ID does not display during entry. Authorization IDs are defined in Approval Codes (RQ02.1).

    Approval Code
    Select the approval code that defines a hierarchy of approvals required for a requisition.

    When you complete these fields, the program displays first line of the first requisition needing approval.

  4. To review requisitions details, use the Lawson Drill Around feature.
    Note: To use the Lawson Drill Around feature, place the cursor in the Requisition field and select the Drill icon from the icon row just above the form.
  5. To adjust the requisition, use Requisitions (RQ10.1).
    1. Change information on the requisition by specifying in the appropriate fields.
    2. Click Change.
    3. Select the Release form action.
  6. Approve, reject, or unrelease the requisition using Approval Review (RQ12.1).
    Action Method
    Approve Use the Add form action to approve the current requisition.
    Reject Use the Reject form action in the Special Action menu to reject the current requisition.
    Unrelease Use the Unrelease form action in the Special Action menu to unrelease the current requisition. (This is also called return to requester.)

    After the required approval levels are attained, the requisition is available for further processing.

  7. If you reject or unrelease a requisition, notify the requester.

Related reports and inquiries

To Use
Inquire on requisitions Requisition Inquiry (RQ44.1)
Inquire on a detail line Requisition Detail Inquiry (RQ44.2)
Print requisitions Print Requisitions (RQ111)
Report on a requisition's status Requisition Status Report (RQ140)
Print a report of items issued to the using departments Department Usage Report (RQ230)
Summarize requisition volume by requesting location Requisition Volume Summary Report (RQ240)
Related topics