Approve or Reject a Purchase Request

Approve a Purchase Request

Once a purchase request has been submitted by the submitter, the approver can approve the purchase request. Here’s how:

• Go to My View on the left sidebar.
• Click Approvals on the left sidebar.
• Select Purchase Requests from the top pane.

• Open the purchase request in the Pending Approval status.
• Click Approve in the top right corner.

• Confirm your action by clicking Approve again in the Approve Purchase Request pop-up.

Reject a Purchase Request

If you want to reject the purchase request:

• Go to My View on the left sidebar.
• Click Approvals on the left sidebar.
• Select Purchase Requests from the top pane.
• Open the purchase request in the Pending Approval status.
• Click More in the top right corner.

• Select Reject from the More dropdown.
• Specify a reason for rejecting the purchase request in the Reject Purchase Request pop-up and click Confirm.

Forward a Purchase Request for Further Approval

If you want to forward a purchase request for further approval:

• Go to My View on the left sidebar.
• Click Approvals on the left sidebar.
• Select Purchase Requests from the top pane.
• Open the purchase request that you want to forward for further approval.
• Click More in the top right corner.

• Select Forward from the More dropdown.

• Select an Approver, include a message in the Forward Purchase Request pop-up and click Forward.