Approve supplies requisitions

Use the Supplies Inventory Approve transactions page to find supplies requisitions awaiting your approval. If email notifications are turned on and you have the appropriate permissions, you'll receive an email when a requisition is ready for approval. If not, regularly check the Supplies Inventory Approvals list to see requisitions that are ready for your approval.

To prevent delays when you aren't available to approve requisitions, you can delegate your approval responsibilities. Then, when you turn on out-of-office approval delegation in your personal preferences, any new approval requests are sent to your delegated approver.

To delegate approvals, you'll need to enable approval delegation in Purchasing.

Subscription Inventory Control or Supplies Inventory, and Purchasing
Regional availability

Inventory Control and Supplies Inventory: Australia, Canada, UK, USA, South Africa

Purchasing: All regions
User type
  • Business
  • Employee
  • Warehouse
Permissions

Purchasing

  • Approve purchase transaction: List
  • Purchasing approval levels: applicable levels

Permission for Purchasing approval levels is needed to approve transactions with permission-based approval policies.

Find supplies requisitions to approve or decline

To see transactions awaiting approval, go to Purchasing> All > Supplies Inventory > Approvals.

If you can't see any requisitions listed, make sure that the current view is set to View all.

You can also filter the list to only show recent updates:

  1. Select the All dropdown menu.

  2. Select Recently viewed, Recently modified, or All recently modified.

    • The list displays only those records that you have recently viewed or modified.

    • The list is tied to your individual activity within this group of records.

    • If you have not yet interacted with these records, filtering for recent activity will not return any records.

Approve or decline from within a requisition

  1. Go to Inventory Control > All > Supplies Inventory > Approvals.
  2. Select View next to the transaction.

    To view the approval history and comments left by any previous approvers, select the Approval history link on the History tab.

  3. Select Approve or Decline.

    A dialog box for comments appears.

  4. Enter any optional comments.
  5. Select Approve or Decline.

Approve or decline from the list of transactions

  1. Go to Purchasing > All > Supplies inventory > Approvals.
  2. Select the checkboxes to the left of the transactions that you want to process
  3. Select either Approve or Decline .

Field descriptions

Column Description

View all and

View submitted

Modify the view on this page:

  • View all: View all purchase requests which are yet to be approved.

  • View submitted: View the requests which have been submitted to you for approval.
View Opens the transaction details and history.
Approve Authorize the purchase requisition.
Decline Deny permission to complete the purchase requisition.
Request status

Displays one of the following:

  • Submitted: The transaction is awaiting approval.
  • Partially approved: At least one approver has approved the requisition, but it requires additional approval.
  • Declined: An approver declined the transaction.

The Approve transactions page view shows only requisitions with a Submitted status by default. Select View all to view transactions with all statuses.
Requester The user ID of the user who submitted the requisition.

Document number

The unique requisition identifier.

Type

The type of requisition.

Vendor name

The vendor associated with the requisition.
Date requested The requisition date.
Due date The date the supplies are needed.

Txn currency

The currency in which the transaction is expressed. This column is available only in multi-currency companies.
Total The total value of the transaction expressed in the transaction currency.

Base currency

The functional currency for the transaction. This column is available only in multi-entity, multi-currency companies that have multiple base currencies enabled, and it is displayed only at the top level.

Base total

The transaction total expressed in the base currency.