Use requisition worksheet with approval management

To use the requisition worksheet with approval management, follow these steps:

1. Select the Search icon , enter Requisition Worksheet, and then choose the related link.
   The Requisition Worksheet page opens.
2. In the Supplier Not Approved field, review requisition lines to check the supplier approval status.

Lines with unapproved vendor-item combinations display as checked (true) and are styled with unfavorable formatting for easy identification.

3. On the action bar, select Refresh Approval Status to refresh the approval status of all lines. This is optional.

The system recalculates approval status for all lines based on current approved supplier records and displays a message showing the count of updated lines.

4. Select the Supplier Not Approved checkbox for a line to automatically clear the Accept Action Message checkbox and prevent creating purchase orders for unapproved supplier-item combinations.

If enforcement point is set to On Entry, attempting to manually select the Accept Action Message checkbox for an unapproved line displays an error. If the enforcement point is set to On Release, you can select the Accept Action Message checkbox, but the system displays a warning.

5. Select the Carry Out Action Message action to create purchase orders from requisition lines.

If enforcement point is set to On Entry, the system blocks carry out action if any accepted lines have unapproved suppliers. If enforcement point is set to On Release, the system displays a confirmation prompt if unapproved suppliers are detected, and resulting purchase orders will fail validation when released.