Realbooks

Purchase Requisition Approval Workflow

We have now introduced an enhanced approval workflow for Purchase Requisitions, aligning with the existing Purchase Order approval process. A key parameter has been added to enforce a prerequisite: if a Purchase Requisition is not approved, it cannot be selected in the Purchase Order.

The dependency between Purchase Requisition approval and subsequent selection in Purchase Orders adds an additional layer of control and ensures that only approved requisitions progress to the next stage in the procurement workflow.

Note: The approval workflow set up process for purchase requisition is same as it is for any other transaction nature.