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Approve a purchase requisition

Task
Module
Procurement
Menu path
Satın Alma › Talep Yönetimi › Satınalma Talepleri › talep detayı (Procurement › Requisition Management › Purchase Requisitions › requisition details)
Screen route
/erp/procurement/requisitions/{id}
Required permission
erp-procurement-requisitions.approve
Prerequisites
  • There is an active template for Satın Alma Talebi (Purchase Requisition) in Yönetim › Onay Süreci › Onay Şablonları (Administration › Approval Process › Approval Templates) and the requisition has been submitted for approval (status Onay Bekliyor (Pending Approval)).
  • The user is in the role or person list of the stage whose turn it is (or is their delegate) and is not the person who submitted the requisition.

Requisition approval is an optional step: if there is no active approval template for Satın Alma Talebi (Purchase Requisition), Satın Almaya Gönder (Submit to Purchasing) makes the requisition Talep Edildi (Requested) directly. If there is a template, the button is named Onaya Gönder (Submit for Approval) and the requisition moves to Onay Bekliyor (Pending Approval). Because a requisition has no price, no amount condition is offered in the template.

Steps​

  1. Open the requisition from the Yönetim › Onay Süreci › Onayımı Bekleyenler (Administration › Approval Process › Awaiting My Approval) list or from Satınalma Talepleri (Purchase Requisitions).
    OpenSatınalma TalepleriExpected: Status Onay Bekliyor (Pending Approval); 'Talep onay bekliyor — sırada n. aşama: …' (Requisition pending approval — next: stage n: …) in the yellow strip
  2. Review the requisition's items and note.
    VerifyTalep Kalemleri
  3. If it is acceptable, click Onayla (Approve), enter an optional note and confirm.
    ClickOnaylaExpected: If there is no other stage, the status becomes Talep Edildi (Requested)
  4. If it needs to be corrected, click Reddet (Reject); enter the rejection reason and confirm.
    ClickReddetExpected: The requisition returns to Taslak (Draft); the person who opened it corrects and resubmits it
Result
When the last stage approves, the requisition becomes Talep Edildi (Requested) and enters purchasing's agenda. A rejected requisition returns to Taslak (Draft); the approval round remains as a trail in the document's Onaylar (Approvals) section.

What you need to know​

  • A requisition in Onay Bekliyor (Pending Approval) is locked: it cannot be edited or linked to a request for quotation or an order ("Onay bekleyen talep siparişe bağlanamaz — onaylandıktan sonra bağlanabilir." (A requisition pending approval cannot be linked to an order — it can be linked after it is approved.)).
  • Stages are asked in order; the buttons are shown only to the approver of the stage whose turn it is. The person who submitted it cannot approve their own requisition.
  • A rejection reason is mandatory ("Red gerekçesi zorunludur." (The rejection reason is mandatory.)).
  • The approval flow uses the same core as the purchase order; for a live example, see Finalize an order.
Demo environment

In the demo installation, no approval template is defined for Satın Alma Talebi (Purchase Requisition); the steps on this page were written from the source code and there are no screenshots.