approvingpurchaserequisitions_v1-0

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ApprovingPurchaseRequisitions_V1-0.doc of 4 Last Updated: 06/12/2007

A A p p p pr r oovvaall F F uunnd d aammeennt t aallss

• Approvers receive an email notice for each requisition requiring their approval.

• Requisition approval is through Oracle Notifications or through Notifications on the Web, a separate Notifications

on the Web Quick Reference Guide is available.

• Attachments to the Requisition Header are accessible from the approval page and attachments to the requisitionlines are accessible after opening the requisition.

• Requisitions not approved with in three days rout to the next approver in the workflow hierarchy, except those

charged to PTA’s, business rules or specific expenditure types.

• Requisitions charged to PTA’s, business rules, or specific expenditure types not approved within three to five

days are rejected and returned to the preparer.

A A p p p pr r oovviinngg R Reeqquuiissiit t iioonnss iinn OOr r aaccllee

Step 1. Choose your SC Departmental User

responsibility available from your list of responsibilities.

Step 2. Double click Notification Summary and the

Notifications webpage will open.

Step 3. Click the desired Requisition link to open the

Requisition approval page or click the Select box and

press Open.

Step 4. The Requisition approval page includes a requisition

summary, links to attachments made to the requisition

header and a link to open the requisition in Oracle.

Step 5. Click the link for each attachment to open and read

attached documents. Close attachments after review.

Step 6. Press Approve or Reject upon completion of review.

Please add a note in the Response section when rejecting a

requisition. To perform additional review or to alter

attachments proceed to Step 7.

A A p p p p r r o ovvii n n g g P Puu r r c c h h a a s see R Reeqquuii s sii t tii o o n n s s

QQuuii c c k k R Ree f f ee r ree n n c cee GGuuii d d ee


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Step 6 (cont.).

Open Requisition in Oracle

Step 7. Scroll to the bottom of the approval notification

and press the “Open Form Command” link.

Step 8. The requisition opens for edit in Oracle.

Highlight the Requisition number or Type field.

ATTACHMENT ALTERATIONS

Adding & Modifying Attachments

Step 9a Adding Attachments. Access attachment by

pressing the attachment icon .

The Attachments form is now open. Click in the

Category field below the existing attachments to add a

new attachment line.

To view Category options press the search icon in the

Category field . Enter “%” and press the Find button.

Click the desired category and press OK (“To Approver”

and “To Buyer” are preferred).

Type a description for the attachment and tab to Data Type.

Open the Data Type search box and choose the data type.

The Oracle Upload File window opens.

Press Browse, select the file to upload and press Open.



Visit the EAS website for additional Quick Reference Guides and How To information: http://eas.gwu.edu (Training & Support > Documentation)ApprovingPurchaseRequisitions_V1-0.doc of 4 Last Updated: 06/12/2007

Step 9b (3). Save the document to your hard drive using

the file save feature of the file application. Recommend

renaming the modified document and remember the file

name to upload to requisition.

Step 9b (4). Add the modified document to the

Requisition following Step 8a. The modified document

will have a new Seq number.

Step 9b (5). Delete the original attachment. Click in the

Seq number for the attachment to delete.

Press Edit and select Delete on the dropdown menu.

Press OK to confirm the deletion.

The old file (Seq 10) is now deleted and the new file (Seq

40) added.

Step 10. Close the Attachments form and save attachment

changes.

Step 11. Close the Requisition form, do not press the

Approve button.Step 12. Open a new Notifications window, select the

updated requisition and approve as outlined in Steps 3 – 6.

Approval screen for updated requisition, note original

BidEvaluation.xls document is missing and 3 other

documents are attached.

The requisition moves to next approver or to Supply Chain

based on the approval hierarchy. Other approvers can

modify the requisition however, Supply Chain cannot.

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