Approving a Purchase Requisition or Order Amendment

Approving a Purchase Requisition or Order Amendment
Approving a Purchase Requisition or Purchase
Order Amendment using My Workflow Inbox
(web) - Quick Reference Guide
Approving a Purchase Requisition or Purchase Order Amendment using My Workflow Inbox (web)
Purchase Requisition submitted via
Workflow
Review Purchase Requisition
Approve Purchase Requisition or Order
Amendment
Before a Purchase Requisition can be
released into a Purchase Order or a
Purchase Order Amendment can be saved,
it must be Approved by a staff member with
adequate Vice Chancellor’s Authorisation
(VCA).
1
Step 1.
Open the web link to My Workflow Inbox
and log in.
2
Step 2.
Select the Purchase Requisition you would
like to Approve from your inbox list on the
left hand side.
Step 3.
If the Purchase Requisition has not yet been reviewed and you are an Accredited Purchasing Officer, please refer to the Procurement Principles
Checklist to ensure compliance before approving.
Need further help? Please contact the Financial Systems Team
http://w3.unisa.edu.au/fin/systems/F1/default.asp
Last modified: 05/09/2014
Approving a Purchase Requisition or Purchase
Order Amendment using My Workflow Inbox
(web) - Quick Reference Guide
Step 4.
Approving the Purchase Requisition:
If you are satisfied with the Purchase
Requisition, click the ‘Approve’ button on
the left hand side. This will now send the
Purchase Order back to the Purchasing
Officer for processing and transmitting to
the supplier.
4
Step 5.
If you do not wish to approve the Purchase
Requisition, click the ‘More’ button which
will give you the following options:
5
Cancel Requisition: If the purchase is no
longer required, please click the ‘Cancel
Requisition’ button to cancel the order.
Send to Another Approver: If you are
unable to Approve this Purchase
Requisition (for example if do not have
sufficient VCA), please click the ‘Send to
Another Approver’ button. Select a user
from the list and input a comment when
prompted (if required).This will workflow the
Purchase Requisition to another Approver
for Approval.
Return to Purchasing Officer: If you are
not satisfied with the expenditure on the
Purchase Requisition, click the ‘Return to
Purch Officer’ button and input a reason in
the ‘comment’ box when prompted.
Save Attachments: If you have added any
new attachments, please remember to save
these to the Purchase Requisition by
clicking the ‘Save Attachments’ button.
Note – FinanceOne automatically checks the VCA limit of users. If you do not have adequate VCA to approve
a purchase, you will be asked to send it to another Approver with sufficient VCA.
You have now completed the Approval
stage using My Workflow Inbox (web).
Need further help? Please contact the Financial Systems Team
http://w3.unisa.edu.au/fin/systems/F1/default.asp
Last modified: 05/09/2014
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