Purchase Order Groups Setup

Contents

1 Groups

2 Fiscal Year Start Numbers

3 Group Users

4 Assign Approval Users

5 Group Reports

4 Assigning Approval Users

Users who will be approving requisitions need to be added to one or more of the approval levels.

For example, a business manager may belong to the highest level of approval at the elementary school and/or high school.

Users can also be assigned to approval levels via the Approve Req. Appr. area. See WESPaC Financial Management Approvals User’s Guide.

 

Assigning Users to Approval Levels

Menu Path: Financial Mngmnt / SEtup / p.o. Req Grps. / Grp. Setup

  1. On the Group Codes/Users screen, from the Available PO Groups list, highlight the PO Group Code to add Approval Users.

  2. Beneath the Approval Users button to the left of the Users with approval rights list, highlight the description of the approval level to which you want to add users.

  3. Click the Approval Users button. The AUTH. USERS Selection screen opens. (AUTH. = Authorized)

  1. From the Available AUTH. USERS list, highlight the user.

  2. Click the Add button. The user moves to the Selected AUTH. USERS list.

This user is now authorized to approve requisitions for the PO Group.

To select more than one user at a time, use the shift-click method to add a block of users or the control-click method to randomly select users from the list.

Version 01.04.07.0 &endash; 010230 PL 051204

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