Purpose
All purchases made through BuySite require Authorized Signer approval. Authorized Signers should consider budget, appropriateness of purchase and University and Departmental requirements prior to approving a requisition. Once all steps in the approval workflow are completed, the requisition will turn into a Purchase Order will be sent to the vendor. This document outlines the steps to approve a requisition.
How to Approve a Requisition
1. If notifications are defaulted on, all Authorized Signers assigned to an FAS Account will receive email notification when a requisition is charged to that account and requires approval. To learn about setting notifications, review the job aid Setting BuySite Notifications.
a. All Authorized Signers have the ability to approve the requisition, but it is only required for one Authorized Signer approve a requisition.
b. Once one Authorized Signer approves the requisition, no further action is required by other Authorized Signers.
2. When a requisition requires approval, log into BuySite and click on the Action Items flag found on the top right portion of your screen.
3. Click on Requisitions.
a. Note: Once one Authorized Signer approves the requisition, other Authorized Signers will no longer have a notification in BuySite.
4. Click on the folder that has a requisition requiring approval.
5. Click the Requisition Number hyperlink to review the requisition.
6. Click Assign to Myself to begin review.
7. Scroll to the bottom of the page to review the order details.
a. Note: if a Standing Order or After-the-Fact PO is used, the form name will appear under Supplier Details. To view form information, click on they hyperlink with the form’s name.
8. After reviewing the order, select the action you wish to make. To Approve or Return the Requisition click the blue dropdown. To reject click the Reject button.
a. When reviewing a requisition, be sure to consider budget, appropriateness of the purchase, University policies and department requirements.
b. If returning a requisition, be sure to provide a note on why the requisition is being returned to the requester.
c. If requisition is rejected, this denies the requisition and the requester will be required to resubmit the order. Make sure to add a comment on why the order is rejected.
Note: Authorized Signers will not have the ability to forward a requisition.