Defining parameters for Requisition Setup

  1. Select Requisition > Requisition Setup. The Setup page is displayed.
  2. Click Add. The Setup details page is displayed.
  3. Specify this information:
    Select Facility
    The facility for which the requisition is configured.
    Prefix
    The sequence number of the requisition setup.
    Next Requisition number
    The sequence number of the requisition setup.
    Note: This number is generated automatically.
    Notify all Pending Approvers
    Select this check box to send an email alert to the assigned approvers if a requisition is awaiting approval.
    Note: This setting is considered only if the Supervisor Approval or Entity Based Approval option is selected in the Approval Process field.
    Allow Edit Requisition During Approvals
    Select this check box to enable users to modify the requisition during the approval.
    Note: If this check box is cleared, the requisition cannot be modified during the approval process.
    Repeat Email for Pending Approvers
    Select this check box to send repeated email notifications to approvers who have not yet approved the request.
    Days
    The duration in which the email notifications must be sent to the approvers.
    Note: This setting is considered only if the Supervisor Approval or Entity Based Approval option is selected in the Approval Process field.
    Approval Process
    The type of approval process. Possible values:
    • RoleBased – Default: Users with the approver role can approve the requisition. This is the standard approval process.
    • Supervisor Approval: User with supervisor role can approve the requisition, based on the defined approval limit.
    • Entity Based Approval: Users must approve the requisition based on the defined parameters and sequence.
    Approval Method
    The process to approve the requisition. Possible values:
    • Sequential Override
      Select this check box to send the requisition to send the requisition for approval to the supervisor.
      Note: This check box is displayed only if the Supervisor Approval option is selected in the Approval Process field.
    • Mandatory Supervisor Approval
      Select this check box to mandate the supervisor approval for the requisition.
      Note: This check box is displayed only if the Supervisor Approval option is selected in the Approval Process field.
    • Parallel: Approvers can approve the requisition in any order.
      Note: This option is displayed only if the Entity Based Approval option is selected in the Approval Process option.
    • Sequential: Approver must approve the requisition in the same order defined on the Entity Approval Sequence page.
      Note: This option is displayed only if the Entity Based Approval option is selected in the Approval Process option.
    Auto escalate to Next Approver
    Select this check box to move the requisition to the next approver if the requisition is not approved within the number of days specified in the Consider Records from Past field.
    Note: This setting is considered only if the Supervisor Approval option is selected in the Approval Processfield.
    Consider Records from Past
    The number of days from which the requisition must be moved to the next approver.
    Note: This field is enabled only if the Auto escalate to Next Approver check box is selected.
    Retain Days
    The number of days a requisition must be retained with a user before moving to next approver.
    Note: This field is enabled only if the Auto escalate to Next Approver check box is selected.
    Allow Value Below
    The maximum requisition amount below which the application automatically forwards the requisition to the next approver, if the approval is delayed.
    Note: This field is enabled only if the Auto escalate to Next Approver check box is selected.
  4. Click the Entity Approval Sequence option. You can click the Reorder option to selected in the Approval Process field.
    Note: This option is displayed only if the Entity Based Approval option is selected in the Approval Process field.
  5. Select the Approval Limit Check check box to set limits for the approval by an approver.
  6. Select the Active check box to set the entity approval sequence as active.
  7. Click Save. The sequence in which the requisitions must be approved is saved.
  8. Click Save.
    Note: The modified setup is enabled for the pending and new requisition.