Approval Process: Requisitions
This Job Aid will walk Users with the Requisition Approver role through the process of applying approvals to Requisitions.
For users with the Approver role:
Important Notes
- If one line item cannot be approved, the whole transaction must be sent back or placed on hold
- If a line is grayed out it does not need your approval
There are 3 different ways you can access approval pages for a requisition:
- NUFinancials WorkCenter
- Approvals Tiles
- Navigation Bar
Approve Payment Request via NUFinancials WorkCenter
Navigation: Log into NUFinancials > Employee Self Service > NUFinancials WorkCenter (tile)
- Click on the NUFinancials WorkCenter tile.
- Click on the Approvals tab.
- Click on Requisition.
- Under the search criteria, click View Results (this will allow you to see all of the requisitions that are in a pending approval status available in your approvals list).
- Choose the transaction that you want to approve by clicking on the Req ID.
A new window will open with the Requisition information. This is the approver’s page to approve, deny, or hold transactions.
To Approve a Requisition,
- Validate all information for the transaction.
- Click Approve.
- An Approve message with the Approver box will appear.
- Enter Approver Comments if needed.
- Click Submit.
What happens next?
- The transaction is removed from your workflow inbox and the inboxes of any pooled approvers at your level.
- If there are additional levels of approval, the requisition proceeds to the next level.
- Upon final approval, the requisition is automatically sourced into a Purchase Order and is dispatched to the Supplier.
To Deny/Send Back a Requisition,
- Validate all information, and click Deny.
- A deny message will appear with the Approver Comments text box.
- Enter comments about why the transaction is being denied in the Approvers Comments box. (REQUIRED)
- Click Submit.
What happens next?
- Requester receives an email with Approver Comments about why the transaction was sent back.
- Approver is returned to their workflow inbox.
- The transaction is removed from your workflow inbox and the inboxes of any pooled approvers at the same level.
- Requester modifies transaction and resubmits for approval (workflow is reinitiated from the beginning). Or, Requester may cancel requisition.
Hold a Requisition
Warning: It is recommended that you do not use the Hold function. If an approver holds a transaction, that transaction remains at the same approval level without moving forward until the person who put a hold on the transaction applies their approval or denies it.
Alternatively, you can Approve, Deny/Send Back, or Hold a transaction through Approvals tile and NavBar (Navigation bar).
Approvals tile:
Navigation: Log into NUFinancials > Employee Self Service (homepage) > Approvals (tile) > Requisition
NavBar:
Navigation: Log into NUFinancials > NavBar > Approvals > Requisition