Approve supplies requisitions

The Supplies Inventory Approvals page lists all 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 go to Purchasing > All > Supplies Inventory > Approvals to see supplies requests 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
  • Warehouse
  • Employee
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 Purchasing > 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 .