Approving Documents With Hierarchies Training

Revised 10/20/2000

Application: Process: Objectives:

Purchasing Approving Purchasing Documents 1. Submit a Document for Approval. 2. Forward a Document for Approval.

Prerequisites:

1. Purchase Documents Requiring Approval.

Approving Purchasing Documents In the Purchasing Superuser responsibility: Navigate Purchase Orders>Purchasing Summary

Enter the criteria to select the purchase order you want to submit for approval or forward.

Copyright 2001 KPMG Consulting, Inc. All Rights Reserved.

Page 1 of 5 /var/www/apps/conversion/tmp/scratch_6/148655555.doc

Approving Documents With Hierarchies Training

Revised 10/20/2000

Select the Purchase Order you want to submit for approval. Click on the Open button.

Click on Approve button.

Copyright 2001 KPMG Consulting, Inc. All Rights Reserved.

Page 2 of 5 /var/www/apps/conversion/tmp/scratch_6/148655555.doc

Approving Documents With Hierarchies Training

Revised 10/20/2000

If you just want to submit this purchase order for approval, you check the Submit for Approval button. If you want to Submit this purchase order for approval and then forward it to the next person in the hierarchy, then check Forward button. Automatically Default Approval path and the next person in the hierarchy will appear. You can change the approval path if this option is enabled in the document type set up. Note: if required. Print: if you want to Print this document when submitted. Fax: if you have fax server enabled. Click OK for submission.

Copyright 2001 KPMG Consulting, Inc. All Rights Reserved.

Page 3 of 5 /var/www/apps/conversion/tmp/scratch_6/148655555.doc

Approving Documents With Hierarchies Training

Revised 10/20/2000

To Approve /View any document in your Notification pool. Navigate Notification Summary

A navigator page will open. The Worklist screen appears:

Select the document you want to approve. Click on the corresponding Subject column cell. You can even reassign this document to another person by clicking on the Reassign button at the bottom of this web page. This will open another web page for notification window.

Copyright 2001 KPMG Consulting, Inc. All Rights Reserved.

Page 4 of 5 /var/www/apps/conversion/tmp/scratch_6/148655555.doc

Approving Documents With Hierarchies Training

Revised 10/20/2000

Note: Enter a note if required Forward To: If you need to forward this document to another person. User Approve Action: Select Approve, Ignore, or Reassign.

Copyright 2001 KPMG Consulting, Inc. All Rights Reserved.

Page 5 of 5 /var/www/apps/conversion/tmp/scratch_6/148655555.doc