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How To:  Approve or Reject a Purchase Requisition

Before You Start

Individuals with PTA approval authority receive an email notification that an approval on a requisition is pending.

Approvers review the requisition to ensure:

  • the expenditure is reasonable, necessary and complies with all University policies;
  • the charges are correct, allowable for the account, allocable, and properly coded;
  • charges are appropriately documented and are recorded in a consistent manner; and
  • funds are available in the account being charged

Expand All Steps  |  Collapse All Steps

arrow  Step 1 – Find and Review Requisition

Access Requisition from Browser

Access Requisition from Email


  Step 2 – Approve or Reject the Requisition

 

What's Next?

  • If the requisition is approved, the next step is dependent on the order type:
    • SmartMart Requisition – The order is immediately placed with the supplier.
    • Standard Requisition
      • If under $25,000 and the purchase does not require a contract, Oracle assigns a purchase order number and automatically transmits the order to the supplier. The originator receives an FYI notification that the order has been placed.
      • If $25,000 or more, OR if a contract is required (regardless of the dollar amount), the approved requisition is routed to Procurement for processing.
  • If the requisition is rejected, it is routed back to the originator for correction. The originator can:
    • change PTA information
    • change approvers
    • change delivery location
    • add lines
    • include a single/sole source justification as an attachment
    • include other attachments

    If the Contract Yes/No selection needs to be changed, the originator must submit a new requisition.

 

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