Summary
How to return, forward, hold, return, and reject a requisition
Body
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
- Navigate to the JacksBuy Homepage.
- On the homepage, the Action Items link will display all pending approvals. Select Action Items.
- Select Requisitions from Action Items.
- Select > to show MY PR Approvals listing.
- Select Requisition number to review the request.
- Once the requisition has been reviewed, the requisition may be denied. Select Assign and Further Actions.
- The button will appear with more options that the approver can select from. Select the appropriate option. Definitions for each option are below.
Definitions:
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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.
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Return to Requisitioner – Returns the requisition.May also include a note in comments as to what corrections are needed
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Forward to… - Send the contract to another approver for review. You will need to add a note before you forward the requisition
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Withdraw Entire Requisition – Withdraws requisition from approval workflow
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Reject Requisition - Reject the requisition and end workflow.