Other Approval Related Actions for a Requisition

JacksBuy allows users with the Approver role to perform the following actions for a requisition: Return to shared folder, Return to Requisitioner, Forward to…, Withdraw Entire Requisition, and Reject Requisition

 

  1. Navigate to the JacksBuy Homepage.

 

  1. On the homepage, the Action Items link will display all pending approvals. Select Action Items.

 

  1. Select Requisitions from Action Items.

 

  1. Select  > to show MY PR Approvals listing.

 

  1. Select Requisition number to review the request.

 

  1. Once the requisition has been reviewed, the requisition may be denied. Select Assign and Further Actions.

 

  1. The button will appear with more options that the approver can select from.  Select the appropriate option.  Definitions for each option are below.

Definitions:

  • Return to shared folder – Return the requisition to its shared folder where another approver can assign/review/approve it. This option is only available if you have assigned the contract to yourself. Place on Hold – Place on Hold will temporarily stop the contract from moving through workflow steps.

  • Return to Requisitioner – Returns the requisition.May also include a note in comments as to what corrections are needed

  • Forward to… - Send the contract to another approver for review. You will need to add a note before you forward the requisition

  • Withdraw Entire Requisition – Withdraws requisition from approval workflow

  • Reject Requisition - Reject the requisition and end workflow.

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