My Approvals

The My Approvals page lists all work orders, purchase requisitions, purchase orders, and projects awaiting your approval. If you have approvals waiting for you, the My Approvals page opens, by default, when you sign in to the system. You can open it at any time by clicking the Approvals link at the top of the page.

Approve Work Orders

Approving a Work Order allows you to approve or decline the entire work order. You cannot approve or decline individual items.

To approve or decline the work order:

On the My Approvals page, click the Request ID link.

The Work Order Approval page opens. This page displays the Estimated Amount and Not To Exceed amount.
If you want to view detailed information about the actual costs on the work order, click the Work Order-Financial link.
On the Approvals page, click either the APPROVE or DECLINE button.

The Approval Records and the Request History update to indicate your choice.
If you want to send the request to another approver:
1. Click the New Approval Request button.
2. Select an approver.
3. Click ADD.
4. Click Send Approval Notifications.

Approve Purchase Requisitions

Approving a Purchase Requisition allows you to approve or decline the individual items associated with a purchase requisition.

To approve or decline the items on a purchase requisition:

On the My Approvals page, click the PR# link.

The Purchase Requisition - Approval page opens. A summary of the PR details appears at the top of the page. All items added to the PR appear at the bottom.
For each item you want to approve:
1. In the Comments field, enter any comments about the approval.
2. Click the Pending check box to the right of the item.
3. In the GL Account field, select the account this item will be billed against.
Once all of your approved items are selected, click the APPROVE button.

A dialog box opens asking you to confirm your choice.

The status for each approved item is updated to Approved.
Click OK.

The status for each approved item is updated to Approved.
For each item you want to decline:
1. In the Comments field, enter any comments about the item.
2. Click the Pending check box to the right of the item.
You do not need to select a GL Account for items you are declining.
Once all of your declined items are selected, click the DECLINE button.

A dialog box opens asking you to confirm your choice.
Click OK.

The status for each approved item is updated to Declined. The Approver Records and the PR Approval History is updated to indicate that the approval request is completed.

You can click the Step link in the Approver Records pane or the Purchase Requisition link to see details about which items were approved or declined. The status of each item is not updated on the Purchase Requisition Details page until every item in the PR is either approved or declined.

Approve Purchase Orders

Approving a Purchase Order allows you to approve or decline the entire purchase order. You cannot approve or decline individual items.

To approve or decline the purchase order:

On the My Approvals page, click the PO# link.

The Purchase Order Approval page opens. This page displays the Total Amount of all items on the purchase order.
If you want to view detailed information about the actual costs on the purchase order, click the PO Details link.
On the Approvals page, click either the APPROVE or DECLINE button.

The Approval Records and the PO History update to indicate your choice.
If you want to send the request to another approver:
1. Click the New Approval Request button.
2. Select an approver.
3. Click ADD.
4. Click Send Approval Notifications.

Approve Projects

Approving a Project allows you to approve or decline the entire project. Projects can be approved or declined based on the total budget or any other aspect of the project details.