Processing a submitted line item
After a requisition is submitted, it must typically be reviewed by one or more agency employees with the authority to approve the request. In addition to approving or rejecting a requisition as a whole, Infor Public Sector gives you the option of approving or rejecting individual line items. For example, you might reject one line item because the items requested are too expensive, but approve the rest of the requisition. Users can only approve line items up to the amount of the approval levels they are assigned to in Infor Public Sector.
To process a line item, select the Line Items tab on the Requisition InfoViewer. Enable editing in the grid and select the line item you want. You can then use the button in the Edit Line Item box to update the status of the line item. Note that each action only applies to eligible line items. For example, a line item must have a status of Submitted before it can be approved.
- To approve a line item, click
and select
Approve Line Item. If your agency has
defined requisition approval levels, Infor Public Sector
first checks to see if you have the necessary permissions to approve the request's
dollar amount. If you have the correct access, Infor Public Sector updates the status of the line item to Approved.
After a line item is 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 line item, click and select Reject Line Item. If the status of the line item is Submitted, Infor Public Sector updates the status to Rejected. You can adjust and then resubmit rejected line items. For example, if a line item is rejected because the number of parts requested would be too expensive, you can request a smaller quantity.
- To cancel a line item, click and select Cancel Line Item. Infor Public Sector changes the status of the line item to Canceled. After a line item is canceled, no further processing is allowed. You can create a new line item to renew the request.