Processing a submitted requisition
After a requisition is submitted, it must typically be reviewed by one or more agency employees with the authority to approve the request. After reviewing the requisition and its line items you have the option to approve or reject the requisition as a whole, or to approve or reject specific line items. Processing the requisition as a whole involves using the button on the Requisition InfoViewer to update the status of the requisition and its line items.
Each action only applies to eligible line items. For example, a line item must have a status of Submitted before it can be approved. If you approve a requisition that includes a line item with a status of In Progress, the status of that line item does not change.
Infor Public Sector sets the status of the requisition to the status of the line item that is the least advanced in the approval process. For example, if a requisition has three line items with a status of Approved and one with a status of In Progress, the status of the requisition is In Progress. Users can only approve line items up to the amount of the approval levels they are assigned to in Infor Public Sector.
- To approve a requisition, click
and select
Approve Requisition. If your agency has
defined requisition approval levels, Infor Public Sector
first checks to see if you have the necessary access control permissions to approve
the requisition's dollar amount. If you have the correct access, Infor Public Sector updates each line item with a status of
Submitted to Approved. If all line items have been approved, Infor Public Sector also changes the status of the requisition
to Approved.
After a requisition and its line items are approved, further status changes depend on the transactions you record using Transaction Management or the Materials Manager. For example, when you create an issue transaction to fulfill an issue request line item, Infor Public Sector updates the line item's status to Completed.
- To reject a requisition, click and select Reject Requisition. Infor Public Sector updates each line item with a status of Submitted to Rejected. Line items that have already been approved or completed aren't affected. If at least one line item is rejected, Infor Public Sector also changes the status of the requisition to Rejected.
- To cancel a requisition, click and select Cancel Requisition. Infor Public Sector changes the status of the requisition and any uncompleted line items to Canceled. After a requisition is canceled, no further processing is allowed. You must create a new requisition if you want to renew the request.