.The Purchase Approvals Tab allows you to assign a Purchase Approval name and Route for Purchase Requisitions. In the Purchase Requesters Tab you will assign the Purchase Approval to those Employees who can make Purchase Requests using the specific Purchase Approval. For example, you can create a specific Purchase Approval for all teachers at a specific Site. Then, whenever those Teachers enter a Purchase Requisition, the request will be sent for approval/denial according to the Purchase Route/Approval Order you create.
Click the Options Menu, Setup, Purchase Requisition and then the Purchase Approvals Tab to access the Purchase Approval Screen.
Allow Requesters to Print PO: Check the Check Box to allow i-RQ Requesters to print their Purchase Orders.
Include Requested Amounts In Appropriation Checks: Check the Check Box to include requested amounts in appropriation checks.
Send Approver Emails: Check the Check Box to automatically send an email alert to the next approver in the purchase requisition process. If a purchase requisition is denied or encumbered, the original requester will be notified.
Click .
Click 
next
to the Purchase Approval Grid.
The Purchase Approval Form will appear.
Input Specifications are as follows:
Purchase Approval No: Enter a Purchase Approval Number.
Name: Enter a Name for the Purchase Approval (i.e., High School, Coaches, etc.) In the Purchase Requesters Tab you will select the employees to whom you want to assign this Purchase Approval.
Active: The system defaults the Active Check Box to checked.
Click 
to save the Purchase Approval and add another.
Clickto
save the Purchase Approval.
Verify the Purchase Approval for which you want to add the Route (Approval Order) is selected. The selected Purchase Approval is highlighted in blue.
Now click next to the Purchase Route Grid at the bottom
of the screen.
The Purchase Route Form will appear.
Input specifications are as follows:
Employee: Use the Drop Down List Box or type to enter the Employee you want to use for the Approval Order. This is the employee to whom the purchase request will go when the request has been submitted.
Alternate Employee: You may use the Drop Down List Box or type to enter an Alternate Employee for the Approval Order, if applicable. If an Alternate Employee is entered, the system will send the request to BOTH Employees. Whichever Employee approves the request first will be listed as the Purchase Approver. Once the request has been approved by EITHER the Employee OR the Alternate Employee, the Purchase Requisition will continue to the next person listed in the Approval Route, if applicable. For example, if you entered the Principal for the Employee, you may enter the Assistant Principal here. That way, if the Principal is on vacation and cannot approve the request, the Alternate Employee may approve the request in their place. Note: You may edit the Purchase Approval Route details to add or remove an Alternate Employee as needed during the time the Employee is away.
Approval Order: Enter the Approval Order for this Employee. For example, if they are the first Person the Purchase Requisition should go to for Approval after it has been submitted, enter a 1. If they are the second person the purchase requisition should go to for approval after it has been submitted, enter a 2.
Active: The system defaults the Active Check Box to checked.
Click
to save the Purchase Route nd add another.
Click .