For some requisitions, the approval process may require more time (than is configured) before automatically escalating to the next approver.
If enabled, Approvers can use the Pause Requisition function to provide more time. To review the line items and/or communicate with the Buyer. When ready, the Approver is able to Resume the approval process.
Pause Requisition requires enabling the Edit Requisition function. To enable Edit Requisition for communities, reach out to your Customer Success Manager for further discussion.
Pause a Requisition
Once community settings are enabled, Approvers can go to the Tasks menu > select Approvals tab > click View All, to open a list of all Pending Requisitions requiring approval.
The Approvals screen will populate, to select the Requisitions tab > locate the desired requisition in the list or customize you search by utilizing the Buyer and/or Period field.
Additionally, use the Pending and Organization Unit field by click the encircled down arrow.
Select the desired requisition number to populate the View Screen > select More Actions > click Pause Approvals.
The Pause Approvals pop-up box will appear to insert a message in the Note field > select OK. Taking this action will pause the requisition up to the time configured by your community (shown in the alert box).
When Paused, a requisition cannot be approved and will not escalate along the Approval Chain.
Resume a Requisition
To resume the requisition, in the Alert box click Resume on the applicable requisition view screen.
Or select More Actions > click Resume Approvals.
Communities have a Pause Time configured and the requisition resume automatically, after the pause time has expired.
Note: For additional information, refer to relevant help articles to learn how to configure pausing requisitions and how to edit a pending (standard) requisition. |