Set requisition approval limits and roles

You can set up an approval limit for your requisitions if required. This means you can decide on a minimum amount that will require approval, then give a specific role or roles the ability to approve any requisitions that reach an estimated cost equal to or above this amount. If a requisition needs approval, it will appear in your list of requisitions with the status of 'Awaiting Approval'.

To set approval limits and roles

  1. From the Setup menu, select Requisitions.
  2. Click the Requisition Approval Configurations tab.
  3. Click the Edit button.
  4. In the Minimum Approval field, enter the minimum amount that will require approval. Any requisitions with an estimated cost equal to or above this amount will require approval.
  5. In the Approval Role field, select the role or roles that can approve any requisition with an estimated cost equal to or above the minimum approval amount.
  6. Click Save.

    SetupRequisitionsReqApprvlConfig_set_req_apprvl_amt.png

For more about requisitions, check out this article.