Use this procedure to complete a purchase requisition when a completion task has been assigned to you from Workflow.

Note
A completion task can be performed by only one user. If a completion task is assigned to several users, you must first click Actions> Acceptto accept the completion task, and then perform the task. When you accept the completion task, the task is no longer assigned to the other users and is removed from their work lists.

1. Click Homeon the Navigation Pane and find your work list on your Role Center.

2. Click the completion task that was assigned to you. The Purchase requisitionsform opens and displays the purchase requisition to complete.

3. Enter the required information. Instructions are displayed in the message bar at the top of the form.

   You can change the information in most of the fields, except for the fields on the Generaltab. You also can:

   • Delete and add purchase requisition lines (but you cannot delete the entire purchase requisition).

   • Create a request for quote from the purchase requisition. For more information, see Create a request for quote from a purchase requisition.

   • Choose from all vendors for purchase requisition items, not just the vendors that are associated with an item on a line.

4. Click Actions> Completeto complete the purchase requisition and submit it to Workflow.

Use this procedure to approve a purchase requisition when an approval task has been assigned to you from Workflow.

1. Click Homeon the Navigation Pane and find your work list on your Role Center.

2. Click the approval task that was assigned to you. The Purchase requisitionsform opens and displays the purchase requisition to approve.

3. Verify that the information on the purchase requisition is correct and click Actions> Approveto approve it. The purchase requisition status changes from Pending approvalto Approved, and one or more purchase orders can be created based on the purchase requisition.

Note
You cannot make changes to the fields in the Purchase requisitionsform when you are approving purchase requisitions. Only the user who requested the items on the purchase requisition can make changes. You must return the purchase requisition to that user and request changes, or ask that user to cancel the purchase requisition.

Use this procedure to request that a user change a purchase requisition before you approve it. The user can change the information in most of the fields in the Purchase requisitionsform, except for the fields on the Generaltab. The user also can:

• Delete purchase requisition lines (but not the entire purchase requisition).

• Add purchase requisition lines.

• Choose from all vendors for purchase requisition items, not just the vendors that are associated with an item on a line.

1. Click Homeon the Navigation Pane and find your work list on your Role Center.

2. Click the approval task that was assigned to you. The Purchase requisitionsform opens and displays the purchase requisition to approve.

3. Click Actions> Request changeto request a change.

4. In the Workflow commentdialog box, select the user to send the change request to. You also can type a message to provide more information. The purchase requisition status changes from Pending approvalto Change requested, and a workflow work item is assigned to the selected user.

Use this procedure to delegate the approval of a purchase requisition to another user.

1. Click Homeon the Navigation Pane and find your work list on your Role Center.

2. Click the approval task that was assigned to you. The Purchase requisitionsform opens and displays the purchase requisition to approve.

3. Click Actions> Delegateto delegate the purchase requisition to another user.

4. In the Workflow commentdialog box, select the user to delegate the approval to. You also can type a message to provide more information. The purchase requisition status remains as Pending approval, and a workflow approval task is assigned to the selected user.

Use this procedure to reject a purchase requisition when an approval task has been assigned to you from Workflow.

1. Click Homeon the Navigation Pane and find your work list on your Role Center.

2. Click the approval task that was assigned to you. The Purchase requisitionsform opens and displays the purchase requisition to approve.

3. Click Actions> Rejectto reject the purchase requisition. In the Workflow commentdialog box, you can type a message to provide more information. The purchase requisition status changes from Pending approvalto Rejected.