Stores Requisition Approval Groups
The Stores Requisition Approval Groups browse, which is located in the upper browse of Inventory|Stores Requisitions Approval Groups, displays the groups that have been created to approve stores requisitions. The lower browse displays the names linked to the approval group highlighted in the upper browse.
Create a Stores Requisition Approval Group
To create a Stores Requisition Approval Group:
1 Click the New button in the toolbar at the top of the upper browse. A new, blank row appears in the upper browse, above any approval groups already in the system.
2 Enter a name and an accompanying description for this new group.
3 Tab off the page to save.
4 Tab back to the Stores Requisition Approval Group page to add users to the newly created group.
5 Highlight the new approval group in the upper browse.
6 Click New in the toolbar of the lower browse. A new, blank row appears in the lower browse.
7 Click the magnifying glass to the right side of the user ID field to display the users that can be added to this approval group.
8 Double-click the user ID you want to add to the group.
9 Leave the E-mail? check box selected if this user should receive e-mails when stores requisitions are issued.
10 Tab off the page to save.
11 Repeat
steps 5 through
10 to add additional users to this approval group.
When a stores requisition is authorized for the first time, all users in the Stores Requisition Approval Group with E-mail? selected receive an e-mail notification that there is a stores requisition to approve. After one of the users in the group authorizes the requisition, the routing shows “approved” by that user and shows “skipped” for all other users in the group.