How To
How to approve a draft and create a requisition
How to approve a draft and create a “Requisition”?
Once a draft is completed (all require items have been added) and is ready to be processed further the draft needs to be approved.
- Open the draft in question.
- Click the [Approve Draft] button in the order head menu bar.
Depending on settings in the system and if the user is logged in to the “office” or “unit” system what happens next will be as follows.
- If the “Only allow requisitions” option is set or …
- User is logged in to the “office” system.
- A check is performed by the system to verify that all required mandatory fields have been set
- A pop-up message will inform that the draft will receive an order number and ask to confirm.
- Click [Yes]
- Order status is set to “New Requisition”
- This only occurs if the user is logged on to a “unit” system and…
- If the “Set to Requisition by default” or …
- If the “Set to direct purchase order by default” is set
- A check is performed by the system to verify that all required mandatory fields have been set
- The below dialog will ask if a “Requisition” or a “direct purchase order” should be created.
Depending on what of the two above is set, one of the options will be preselected. It will of course be possible to alter the selection in this dialog.
- Ensure that the option “Requisition” is selected.
- Click [OK]
- A pop-up message will inform that the draft will receive an order number and ask to confirm.
- Click [Yes]
Order status is set to “New Requisition”
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