Page 18 - Participant Guide - Unanet GovCon Using Purchasing

Purchase Request (PR) Approvals

You must have a user with a Purchase Manager role in your organization as well as
configured Purchasing Approval Groups with the appropriate assigned Approvers and
Submitters in order to utilize Purchasing Approvals in Unanet.

Although the Approval Process is an optional stage it is highly recommended for use. It
is recommended that the System Administrator creates a Dynamic Approval Sequence
for multiple Purchasing Managers depending on their Approval Authority Amount. The
purpose of this feature is to limit the number of Approvers that must approve a PR.
Once an approver with an appropriate level of approval authority (i.e., an amount >= the
submitted amount) has approved an item, it does not need to be approved by the other
approvers in the approval group. This requires Administrative configuration.

Search Help Docs – Dynamic Approval Sequence

Activity 2.4 Approve Purchase Request
Login as Peter Purchaser (Purchasing Manager) - ppurchaser / welcome

Activity Steps:
1. LOGIN as Purchasing Manager, ppurchaser / welcome

2. Navigate to Financials > Purchasing > Approvals

3. Expand Primary Approvals, if necessary, then Click the magnifying glass next to
the Purchase Requisition from Clark User5 for $200,000 (from Activity 2.2)

4. Review and then Click the Approve button at the bottom of the screen. Then
Click Approve button again (if necessary).
(Note: the PR is now in OPEN status and can be used to create a PO)

LESSON 2 PURCHASE REQUISITIONS (PR)
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