Enhanced Workflow Purchase Requisitions (20.11+ only)

This section describes the purchase requisition approval process for software version 20.11 and beyond.

Workflow Approvals Page

Use this page to view and manage purchase requisition approvals. This page provides a summary of all outstanding purchase requisitions that require action.

You can access this page in two ways:

  • Employee Access Center: Employee Tasks > Workflow Approvals
  • eFinancePlus: Select Requisitions for Approval on the Workflow Task Alert section on the eFinancePlus homepage.

The Status column indicates the status of each item. All new requisitions display with a status Pending Approval.

You may complete an approval item from the Summary page or select an individual requisition item to view the Details page.

Note: It is strongly recommended to view the Details page before acting on a requisition.
From the Summary page, click the ellipsis icon under Options for the desired requisition item.

Choose the action of Approve, Deny, or Needs Correction.

Requisition List Details Page

Select the desired requisition item from the Workflow Approvals page to view the Requisition List Details page. This page displays individual line items in a purchase requisition.

The approver may work with the entire requisition or the individual line items in the requisition.

To complete an approval for the entire requisition, complete the following steps:

  1. Click the ellipsis icon
  2. Choose the action of Approve, Deny, or Needs Correction.

Line Item Actions

Approvers may work with individual line items in requisitions. This feature allows approvers to approve, deny, or mark items for correction within the requisition. Each line item has its own Status. Select a line item to view more detailed information.

Approvers have the following options for line items:

  • Approve
  • Deny
  • Needs Correction
  • Delegate
  • Approval History

Complete a Line Item Requisition

  1. Click the ellipsis icon under Options.
  2. Select Approve, Deny, or Needs Correction.

Delegate a Line Item Requisition

  1. Click the ellipsis icon under Options.
  2. Click Delegation.
  3. Select the user to delegate the line item.
  4. Click Delegate.

View Approval History

  1. Click the ellipsis icon under Options.
  2. Click Approval History to view detailed information such as task name, completion date, status, and comments.
  3. Click OK.

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