Review and Approve or Reject Requests

Access, review, and take action on requests for which you are an approver from MY DOCUMENTS > Approvals in the Main Menu.

See Documentation Topics:

Create a Request at Checkout

Edit a Request

Request Emails

Email Notification and Approval Actions

An approver receives an email when a request is submitted for approval.

This notification alerts the approver to the need for action on the request to either send it to suppliers or to reject it.

Actions an Approver can take on a notification are as follows:

1. Review the details with View Detailed Request.
2. Provide a Reason for Approval or comment during Approval. 
3. Reject the Request.
4. Approve the Request. 

Review and Approve Requests

Requests needing to be approved are listed in the Approvals Grid. These requests from other users need approval to continue through the procurement workflow. 

1. You can Search for specific requests by Request Title or Number. 
2. Target a Request by setting options for Filters.
3. You can Approve, View, Edit, or Deny a Request from the ACTIONScolumn.
   • View Request allows you to view the details of the request before deciding whether it should be approved.
   • Approve allows you to approve the request without viewing the its details.
   • Edit Request allows you to edit the request by adding, removing, or modifying order details at the header level or at the line level before approving.
   • Deny allows you to reject the request without viewing its details. 

Review Request Details

View a Request to review Details before Approving or Denying.

1. Choose an Action from the dropdown: Edit, Deny, Approve or Save as PDF.
2. Expand Line Items to view details on Shipping, Billing, and Accounting. 
3. The workflow section of the Request Details displays the approval chain.
4. Request Approval tasks may be transferred from a user to another by an Administrator.
   When tasks have been transferred to a different user, the History section indicates that the approval role has been updated for the Request.
   For a description of Transferred Tasks, see the topic User Management.

Reject a Request

Approvers can reject a Request from the Approvals Grid or when viewing the Request Details.

To reject a request while reviewing the Requests in the Approvals grid, click on Deny.

Provide a Rejection Reason

When a Request is rejected, there is an option to provide a reason for the rejection.

The reason can then be referenced by the Requestor in the History section of the Request details. 

1. Select a Rejection Reason from the list of options shown in the dropdown menu. 
2. Provide an additional comment for the Rejection, if applicable. The Reason and all comments are saved in the Request History. 
3. Deny Request. 

Review Rejection Reason in Request History

The History section of the Request details page provides access to all actions that have been taken with regard to the Request.

The Rejection Reason is easily accessed when History is shown in full with Toggle All on the Request details page.