Requisitioners are the employees authorized to create requisitions — purchase requisitions, employee reimbursements, job requisitions, replenishment PRs, & warehousePRs.
They must be linked to an approval process for each type of requisition for which they are authorized.
Each employee can be assigned to one — and only one — approval process for each type of requisition.
If a requisitioner's department and site match an approver's department and site, that approver will be automatically selected for the requisitions' approval process.
Available processes are set up in Administration > Approval Process.
The requisition types included in the window will be based on the types of requisitions your district uses.
Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.
Click Add, and the Add Requisitioner window opens.
Select the User/Employee from the pull-down list.
Complete the fields as described.
Default Ship To: Select from the shipping destinations setup in Purchasing Configuration.
Department: Defaults to the department designated in Manage Employees, if this requisitioner is an employee. The default may be edited by selecting from the list of departments setup in HR Configuration. Note: The default can be overridden when submitting a requisition.
Site: Defaults to the site designated in Manage Employees, if this requisitioner is an employee. The default may be edited by selecting from the list of sites setup in HR Configuration. Note: The default can be overridden when submitting a requisition.
Check the Enabled box, and select an Approval Process for each type of requisition the user is authorized to create.
Click Save.
The requisition types included in the window will be based on the types of requisitions your district uses.
Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.
Check the box for the requisitioner you want to edit, and click Edit, or click the Requisitioner Name link. The Edit Requisitioner(s) window opens.
Edit the fields as needed.
Click Save.
Use this option to make the same changes to a group of employees. The requisition types included in the window will be based on the types of requisitions your district uses.
Select Manage Requisitioners from the Administration menu. The Manage Requisitioners window opens displaying all employees with records in Manage Employees.
Check the boxes to select all employees for whom you want to make the same changes, and click Edit. The Edit Requisitioner(s) window opens displaying the number of selected employees.
Edit the fields as needed.
When finished making changes, click Save.
Return to Approval Process Overview
Return to Requisition Approval Process Overview
Return to Administration Overview
Version
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