Purpose

This reference guide is intended for Entity Financial Manager Approval Group, Project Manager, Task Manager, and Organization Financial Manager Approval Group to show the criteria to approve or reject a requisition.

Learn how to access notifications in the Worklist by watching this video.

 

Terminology

· Purchase Requisition: A request to order goods or services from a supplier.

· Oracle Approver Actions:

· Approve: When a task is approved, it completes or moves the requisition to the next applicable approver.

· Reject: When a task is rejected it is sent back to its original creator with comments on what needs to be adjusted.

· Request Additional Information: Request additional information if it is needed to decide whether to approve or reject.

· Claim: If you are part of an approval group, "claiming" a task means that you plan to take action and others in the group will not.

· Delegate: Re-assigning tasks to other users to take action.

· Route Task: Adding someone into the approval flow for a given transaction. Do not remove the approver.

 

Take Action on a Requisition Workflow Notification

1. Login using Company Single Sign-On.

2. Navigate and select the Notification Icon.

3. Select the Requisition notification hyperlink.

4. Select Requisition Hyperlink to view the requisition.

a. Supplier review approval group members should "Claim" appropriate requisitions based on supplier classification (BoT, Faculty Startup, etc.).

5. Select Approve or Reject

a. Verify the following details before approval or rejection:

i. Is this a good use of my unit's funds?

ii. Is this requisition a Payment Request? Was the appropriate procurement category selected?

iii. Is this requisition attributed to the appropriate COA?

iv. Is this requisition attributed to the appropriate POETAF?

v. Is this requisition in accordance with UChicago's financial policies?

vi. Is all necessary documentation provided for this purchase?

vii. Is this a capitalizable purchase? Was a capitalizable procurement category used?

viii. Do I need to forward this requisition to anyone? (Booth OFM specific)

6. Add a Comment and select Submit

a. Rejected requisitions require a comment as to inform users why the requisition is rejected.

You have now completed the process of approving or rejecting a requisition.