How to Approve Purchase Request (PR)

Category: 

Click Requisition

Click PRs List

Select the PR that is “PENDING APPROVAL”

Review details of the PR

Click Approve/Send Back/Reject

Approve – Approve the PR

Send Back – Send back the PR tothe creator to amend

Reject– Reject the PR – can no longer amend/use the PR – user will need to raise anew PPR/PR

Approve

When PR is approved by approver, there will be a notification button to notify user that PR has been successfully approved. User can click “I Understand” or “Cancel”.

Status will change to “PENDING CONVERT TO PRE-PO”

Send Back

When approver clicked “Send Back”, there will be a box popped up to prompt the approver to input the reason why he/she sent back the PR. The reason will appear in the PR Internal Conversation.

Input reason for sending back

Click Send Back button

After approver clicked “Send Back”, there will be a notification to inform user that PR has been successfully sent back. User can click “I Understand” or “Cancel”.

Status of the PR will be “SENT BACK”

Reject

When approver clicked “Reject”, there will be a box popped up to prompt the approver to input the reason why he/she rejected the PR. The reason will appear in the PR Internal Conversation.

Input reason for rejecting

Click Reject button

After approver clicked “Reject”, there will be a notification to inform user that PR has been successfully rejected. User can click “I Understand” or “Cancel”.

Status of the PR will be “REJECTED”