How To
- Approve order function.
- Cost Activities
- How does the “Approved Supplier” (QA status) functions work?
- How does the Approve direct purchases onshore work?
- How does the rule-based approval matrix work?
- How To - Set Failure Report Running Number
- How To - Add SQL Server to Windows Firewall Exception
- How To - Access the report template editor
- How To - Accounts and Budget (v. 2.662 and later)
- How To - Active a unit for use with the Incidents Module
- How To - Add same document on multiple components
- How To - Approve Purchase Orders and Change Requests when using Approval Rules and Change Approval
- How To - Assign user rights
- How To - Automatically resize images
- How To - Backup TMv2
- How To - Cancel Job History (Job Signed Out In Error)
- How To - Cancel job history (Video Link)
- How To - Catalogs
- How To - Change a Unit Code in TM Master V2
- How To - Check for File Not Found Error. Document Handling.
- How To - Circulating Components
- How To - Company tags
- How To - Connect the TM Master v2 Client Application
- How To - Connect the TM Master v2 client to more than one database
- How To - Contract Management
- How To - Copy Components, Component Jobs and Spare Parts
- How To - Create a new unit
- How To - Create a New User TM Master v2
- How To - Create and use batch jobs in TM
- How To - Create Credit Note
How to Approve\Reject Requisitions
How to approve\reject requisitions?
The “Approve Requisition” function allows users to reject or approve requisitions before the purchasers starts processing the requisition. There are multiple reasons for why this might be useful.
- To stop purchasers spending time on gathering quotes on requisitions that is later rejected.
- To return the requisitions to the creator’s control if certain order details are missing or wrong.
- To return the requisitions to the creator’s control if more items need to be added
How does the “Approve Requisition” function work?
- A draft is created as normal, and the draft is “approved”. Once a draft is approved, the user approving the draft will in most cases lose the ability to alter the draft. In addition, the “draft” is given a “Order number” and is considered a “Requisition”
- New “Requisitions” are listed/counted under the
“New Requisition” column in the order overview. The users who have the responsibility to approve\reject new requisitions (Requisition approver), should review them once they appear in this column.
- The users who have the responsibility to approve\reject new requisitions (Requisition approver), can double click the Requisition to open it.
- Review the requisition information (Order lines, account information etc..)
- If the Requisition approver, agrees with the details the user can click the
[Approve Requisition] button and the requisition is moved from the “New Requisition” column to the “Requisition approved” column. Where the purchasers can pick it up and process it further.
- If the requisition approver disagrees with something in the order, the user may click the
[Reject Requisition] button.
- Enter a short description of the reason for the rejection. The reason will be saved in the “Order history”.
- The requisition is then moved from the “New Requisition” column to the “Rejected Requisition” column.
- The “Rejected Requisition” status is equal to the “Draft” status in terms of access. So, users onboard (or the draft approver in the office) can adjust the “Rejected Requisitions” as they
can for “Drafts”. (Add\remove items, adjust quantities, change account etc.) They can also [Cancel] the order if required.
Once the adjustments have been made the “Rejected Requisition” can be “Re-Approved” returning it to the “New Requisition” column. And the requisition will go through the review process again.
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