This documentation supports the 21.05 version of BMC Helix ITSM: Asset Management. To view an earlier version, select the version from the product version menu.

Approving the purchase requisition


If you are a manager, you might need to approve or reject a purchase requisition that one of your employees submitted.

BMC Helix ITSM: Asset Managementprovides an out-of-the-box approval process. By default, the purchase requisition is routed to the necessary manager for approval. You can use the Approval console to route the requisition to another manager for approval. For example, if you charge the cost of the items on a purchase requisition for one of your employees to another manager's cost center, you can route the purchase requisition to that manager for additional approval.

You can also approve or reject purchase requests by using BMC Digital Workplace or email.  

Related topic

Receiving and returning purchase items

Approving or rejecting a change request Open link

Important

You can use the Approval Serverto define different process types, configure approval notifications, and so on. For more information, see Setting up the approval process Open link .

To approve a purchase requisition

  1. In the navigation pane on the Purchasing console, select Functions > Approvals.
    The Approvals console is displayed. 
  2. If the purchase requisition needs additional approval or must be routed to another approver, select it from the table, and click View Details. Otherwise, skip to step 5.
  3. To add one or more additional approvers, perform the following steps:
    1. Click Adhoc.
    2. In the Name field of the Ad hoc Approvers dialog box, select the name of a manager who also must approve the requisition.
    3. If there are multiple approvers, select One Must Sign or All Must Sign from the If Multiple Approvers list.
    4. If an approver is optional, set Independent to Yes.
      Independent indicates that the approval process can continue without that person's approval. That person can approve or reject the purchase requisition before the process is complete.
    5. Click Add.
    6. As needed, continue to add approvers.
    7. When you are done adding approvers, select the approvers to be added, and then click Save.

      Rows in the table of approvers are not saved until you select them and click Save.
    8. Click Close.
  4. To reassign approval to another manager, perform the following steps:
    1. Click Reassign.
    2. In the message that appears, specify the name of the manager to whom you are reassigning the purchase requisition for approval, and click OK.
  5. On the Approval Console, in the Pending Approvals table, select the purchase requisition that you want to approve.
  6. Click Approve or Reject.
    The purchase requisition is removed from the table.
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