How do I set up an approval process for requisitions?

Set up a review process for approving requisitions.

Connect can route requisitions through an approval process where approvers can review a requisition and then approve it or reject it.

Before you get started

Add approval steps to the Approval Types table. See the help topic titled How do I add an approval step?

Adding an approval process

1. Open Connect Accounts Payable > Organization > Approval Processes.

2. Click New (CTRL+N).

3. Click to select the field titled Approval Process.

Use this field to enter the approval process name. It may be helpful to use a name that describes the purpose or function of the approval process.

4. Select Requisition as the Type.

Use this field to identify the items that will be routed through the approval process.

Type

5. Set up the approval process range.

You can set dollar limits on the items that will be routed through the approval process. Setting a lower limit will route items with a dollar amount that is greater than the lower limit through the approval process. While using an upper limit will prevent items that have a dollar amount in excess of the upper limit from the approval process. Using a dollar limit is optional.

Range minimum and range maximum

What do you want to do?

I want to apply a lower limit to the approval process. Click to select the checkbox titled Range Minimum. Next, use the Range Minimum field to enter a dollar amount. Items must have a dollar amount that is equal to or greater than the Range Minimum to use this approval process.
I want to apply an upper limit to the approval process. Click to select the checkbox titled Range Maximum and then use the Range Maximum field to enter a dollar amount. Items must have a dollar amount that is equal to or greater than the Range Maximum to use this approval process.

6. Assign departments to the approval process.

Set up the departments that can use this approval process to approve items.

Click Select.

Select button for Departments

Use the Selection form to select the departments to assign them to the approval process, and then click OK.

Selection form

7. Add an approval step to the approval process.

Click the Approval Types tab.

The Approval Type pane shows all of the steps in the approval process.

Click Add Approval Steps.

Add Approval Steps button

Use the Search form to select a step to add to the approval process.

Remember, only the steps that have been set up in the Approval Types table will be displayed in the Search form.

Click OK.

To finish setting up the approval step, use the help topic titled How do I add approval steps to an approval process?

8. Click Save (CTRL+S).

The approval process is saved. Now you can add the approval process to items that need to be approved.