Approve your purchase requisition from your mobile device

As a manager, provide approvals for purchase requisitions that are in pending approval state from your mobile application. Purchase requisition approvals are generated when an approval rule is triggered on meeting certain criteria. You can choose to reject them along with your reasons for rejection. Your action on these to-dos moves them to their respective workflows.

시작하기 전에

When a purchase approval to-do is assigned to you, it is displayed on the Now Mobile My Tasks tab, in addition to the Shopping Hub desktop to-dos page.

Role required: sn_shop.shopper

프로시저

1. Log in to your instance in the Now Mobile application.
2. Select My Tasks.
3. Open the approval to-do you want to work with.
4. View details of the approval request, such as requester name, total amount or budget requiring approval, and request ID at the header level.
   At the line level, you can view the details of the requested items, such as product, approval amount, approval status, unit, price, quantity, total line amount, line number, reason for purchase, product type, delivery location, expected delivery date, and so on. You can also filter the purchase requisition lines by their approval status, and view associated activities and attachments in separate tabs therein.
5. On the To-do tab, select Pending approval.
6. Do any of the following actions.

   Action	Description
   Approve	Swipe left on the line item, and select Approve to approve it.
   Reject	Swipe left on the line item, and select Reject to reject it.
   Approve all	Tap on the Actions icon, and select Approve all to approve the entire purchase.
   Reject all	Tap on the Actions icon, and select Reject all to reject the entire purchase.

   You can view your approved and rejected to-dos in the To-do tab, listed after your pending approvals. You can also view the details of the purchase that led to the creation of this to-do in the Purchase tab.

   주:

   When rejecting a line item or an entire purchase, you must provide your justification for rejection in the Response field.
7. Tap the Next icon.