Prerequisites:
- Notification that an item is with you for Approval
STEP 1: Open the Task
STEP 2: VERIFY THE PURCHASE REQUEST (Don't know what these are? See the SOP: How to submit a purchase request for more information)
- Verify that the purchase request information is accurate.
- You have the access to make changes to the Line Items (e.g. if an item is coded incorrectly)
STEP 3: DEPARTMENT AND SITE BUDGET ALLOCATIONS
Locate your department total and reconcile it with the line items above. This is the amount you are approving.
STEP 4: EVERYTHING LOOK OK?
- YES: APPROVE - Will move this forward to the next approver (if any) or to Step 5 below.
- NO: SEND BACK - Will return this to the requestor for edits, don't forget to enter notes.
STEP 5: CHOOSE YOUR OWN ADVENTURE BASED ON THE PAYMENT METHOD CHOSEN
- TERMS (30/40/60/90) - NEXT STEP - CLICK for INITIATOR PLACES ORDER
- DUE ON RECEIPT - NEXT STEP - CLICK for APPROVALS
- PAYMENT IN ADVANCE - Click here to continue your adventure
- EXPEDITED (CC) - Click here to continue your adventure