Purchase Requisition Approval at First Level Approver

The user (approval manager) authorized by the organization to approve a purchase requisition request at first level will approve, reject or return the request as per the organization guidelines. The approval manager at approval level one gets notified of any purchase requisition request when the purchase manager submits the same.

All users can access the purchase requisition requests from the app’s list view and the assigned PR requests can be accessed from To-do’s, bell notifications or email notifications.

To login, follow the sign up process described in the section How to Login to the IENT Application.

To approve or reject a purchase requisition request:

1. Log in to the IENT application.

   

2. On the homepage, under My apps, click Purchase Requisition app.
   The Purchase Requisition app list view screen is displayed.

   

3. Click the purchase requisition ID that needs to be worked on.
   The Details screen pertaining to the purchase requisition is displayed.

   

   This screen displays all the details related to the requisition. Click the View All link against each line item in the Line Item(s) section to view the details of the service or material being requisitioned.

4. Click Edit.
   The screen reloads in edit mode.

   

5. In the Next Status field, select one of the options as required:

   • Approved

   • Rejected

   • Return for Amendment

6. Click Submit.

7. Click Yes to confirm the pop-up message for the action being taken.
   The request gets approved/rejected/returned as per the option selected and the requisition request with the updated status is reflected in the Purchase Requisition app list view screen.

   

   The PR approved at this level will continue to have the status Up for Approval as it moves to the second level approver. The second level approval manager gets notified.

   Rejected PRs will have Rejected status.

   PRs which are approved by the second level approval manager will have status Converted to PO.

   PR returned to the purchasing manager/buyer will have status Returned for Amendment and those PRs resubmitted by the purchasing manager/buyer will have status Resubmitted for Approval.