MUNIS® MUNIS Training Manual 2005
HOW TO APPROVE/REJECT A REQUISITION USING THE REQUISITION APPROVAL PROGRAM
Implementation
Tyler Technologies, Inc.
MUNIS Division
370 U.S. Route One
Falmouth, Maine 04105
Web:
MUNIS® MUNIS Training Manual 2005
HOW TO APPROVE/REJECT A REQUISITION USING THE REQUISITION APPROVAL PROGRAM
1.0Requisition Approval - Purpose
2.0Requisition Approval - Prerequisites
3.0Requisition Approval - Data Flow
4.0Requisition Approval - Process
5.0Requisition Approval - Self-Study Exercises
HOW TO APPROVE/REJECT A REQUISITION USING THE REQUISITION APPROVAL PROGRAM
1.0Requisition Approval - Purpose
1. When the requisition is released, if the site is using MUNIS Messenger the designated approvers for the department are immediately notified that the requisition was created and are requested to take action.
2. If the site is not using MUNIS Messenger, approvers will have to periodically check Requisition Approvals in the MUNIS Program.
2.0Requisition Approval - Prerequisites
- Workflow business rule for Requisition Entry
- Security for Requisition Approval
- Entry of several Requisitions that have been released for approval
3.0Requisition Approval - Data Flow
4.0Requisition Approval - Process
All requisitions awaiting the user approval will be displayed. This screen display’s the Fiscal Year, Requisition number, Originator, Description and the amount of the requisition.
Choose the UPDATE tool button. The cursor will be positioned in the field Code.
To view a requisition, move to the desired line and choose the VIEW REQ tool button. The Requisition Entry Screen will then be displayed.
View the information on the requisition.
Choose LINES from the side menu to view the individual line items.
To return to the Header Screen choose FILE, EXIT.
Choose VIEW-NOTES to view any notes associated with the requisition.
To return to the Approval Screen choose FILE, EXIT from the menu.
Type one of the following for approval:
H – The system will hold the requisition. It will remain on this screen until processed as approved or rejected.
A – Approves the requisition, if the requisition requires a single approver, then this approval turns the requisition status to 8-approved (requisition is then ready for conversion). If multiple approvers are necessary, this approval will send the requisition to the next approver, and will remain status 6 until the final approval level.
R – Rejects the requisition. A message will be displayed alerting that the requisition will be closed. This will change the status to 1 on the requisition and will send the requisition back to Requisition Entry. Answer YES to reject and a note screen will appear. Enter a reason for rejection and choose the OK tool button. An e-mail notification will be sent to the originator, alerting that the requisition was rejected and why. The department will be able to access this note by bringing up the requisition and make corrections.
Choose the OK tool button to process the Approvals, Rejections and Holds.
Once Departmental Approval is made the Requisition will be routed to the buyer for conversion to a purchase order.
5.0Requisition Approval - Self-Study Exercises
- Create several requisitions and release them for approval
- Reject one and add a note. Go to Requisition Entry and view status and note.
- Approve one and go back to Requisition Entry to view
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MUNIS Implementation Training Manual
Tyler Technologies, MUNIS Division
Disclaimer: This document was written in accordance with the MUNIS release level indicated. Further enhancements and changes to the software may result in this document being outdated. It is the clients’ responsibility to maintain the accuracy of this document after initial distribution.