Approving/Denying Purchase Requests

In SOMAX, a purchase requested is approved or denied by a higher level of management. If approved, it can then be converted into a purchase order by the purchasing department.

This article describes how to approve or deny a purchase request.

For more help with purchasing, see:

• About Purchasing 
• Creating a Purchase Request
• Converting Purchase Requests

Approving or Denying an Individual Request

1. From the left sidebar, select Procurement and then Requests.
2. Select the request you would like to approve/deny. If you cannot find your request, check your settings/filters. For more help, see Filtering and Viewing Purchase Requests, Orders, and Receipts.
3. Review your request's information to double check its contents.
4. At the top right, select Action and then Approve or Deny.
5. Select Yes to confirm this action.

Approving or Denying Multiple Purchase Requests at a Time

1. From the left sidebar, select Procurement and then Requests.
2. Select the checkbox in the leftmost column of all of the requests you would like to approve. If you cannot find your requests, check your settings/filters. For more help, see Filtering and Viewing Purchase Requests, Orders, and Receipts.
3. At the top right, select Process and then Approve or Deny.
4. Select Yes to confirm this action.