---
title: "Requisition Approval"
canonical: "https://kb.uconn.edu/space/FPB/26904002577/Requisition%20Approval"
format: markdown
---
Requisition approval is a required activity for all requisitions over the $5,000 threshold. Requisition approvers can view, approve, return, and/or reject requisitions. Approvers can edit fields if necessary.

## Table of Contents 

> Macro (toc)


## Accessing Requisitions Pending Review and Approval

1. If someone is assigning requisitions to you, or you only want to see the ones you have assigned to yourself, click on the **Action Items** (  ) flag and select **Requisitions to Approve** under the **My Assigned Approvals** section. There are 2 in this example. The **My PR Approvals** folder will appear with all of the requisitions that have been assigned to you.

> 📝 To see all of the shared requisitions waiting to be assigned to an Approver, click on Requisitions under the **Unassigned Approvals** section.

![Screenshot 2024-05-30 at 12.16.28 PM.png](media://aeea1816-5295-4cd0-ad0d-50134e5a21b8)

![Screenshot 2024-05-30 at 12.16.52 PM.png](media://24ee2150-cf51-4344-84c7-aa9bf0a60f74)

2. Another way to get to your requisitions is by using the icons on the left.
  1. Navigate to **Orders > Approvals > Requisitions to Approve**.
    

> 📝 To see all of the shared requisitions waiting to be assigned to an Approver, click on **Requisitions** under the **Unassigned Approvals** section.

![Screenshot 2024-05-30 at 12.17.30 PM.png](media://1311bcf5-b07e-4ca8-b2f1-f7ba1186adbf)

3. Click on the arrow next to each folder to open it up ( ). Additionally, you can display how many documents you would like to see in each folder at once.

![Screenshot 2024-05-30 at 12.17.47 PM.png](media://07631a10-4ae5-460e-8432-925978afef26)

## Filter Requisition Approvals

Additional filter options are also available in the left Filter bar and can filter by: 

Date Range | Supplier | Supplier Class | Department | Current Workflow Step   
Status Flags | Assigned Approver | And many more

![Screenshot 2024-05-30 at 12.58.43 PM.png](media://aaf5bc9f-d557-4139-af20-33c4a2428bbb)

## Assigning Requisitions to Myself

1. The folders on the right side contain all the requisitions that need to be approved. They are shared with all approvers and delegates that share your approval folders. The top approval folder, **My PR Approvals**, contains the requisitions that belong to you. Clicking on the **Assign** button assigns the requisition to your **My PR Approvals** folder for approval. You have just added the shared requisition to your My PR Approvals folder.

> 📝 After assigning the shared requisition to yourself no one else can take it unless you return it to the shared folder.

![Screenshot 2024-05-30 at 1.01.33 PM.png](media://5d1fc806-6351-4e88-bd03-b78c481488b3)

![Screenshot 2024-05-30 at 1.02.16 PM.png](media://346a90c0-361c-4113-83b9-87d76266ccde)

2. From the **My PR Approvals** folder, you also have the following options on selected requisitions.
  1. Forward…
  2. Return to Shared Folder
  3. Place on Hold
  4. Add Notes to History

Once you select the check box you will see the ITEMS SELECTED menu appear at the bottom of the screen. When you are ready to look at a requisition, select the requisition number.

![Screenshot 2024-05-30 at 1.02.30 PM.png](media://e5191abc-60be-4390-b09a-f73af64b4c6a)

## Approving a Requisition

1. Review the requisition to ensure transaction is ok to approve. Here you have two options to approve:
  1. Navigate to Available Actions drop down menu (3 dots).
  2. Navigate to the upper right corner and select from the Approve/Complete Step Menu.

![Screenshot 2024-05-30 at 1.45.40 PM.png](media://085adaba-762c-4ee1-9cfa-f87e50d9ddae)

![Screenshot 2024-05-30 at 1.46.02 PM.png](media://d2006495-7b8e-4297-9db8-aefbb155d9a3)

2. In addition, you can approve a requisition, by clicking the **Approve** button within the list of Approvals from your **My Approvals** folder.

![Screenshot 2024-05-30 at 1.46.17 PM.png](media://438ef240-0c1d-4536-afb3-d1388c73a98c)

## Returning a Requisition

At times, you may find it necessary to have the originator of the requisition make changes before you approve it. 

![hbuy return to requester.png](media://236d2eb0-97ca-4ac6-8374-cc0e55b76cb9)

- In the requisition, navigate to the **Document Available Actions** drop-down menu.
- From Available Actions, select **Return to Requester**.
- You will be prompted to enter a **Reason for return**.
- Click **Save Changes**.

> 📝 Requisitions can be returned but Purchase Orders CANNOT be returned.

## Related Articles

> Macro (contentbylabel)