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Overview:

After a requisition has been submitted for approval, it is up to the approver to review the requisition and perform the following functions:

  • Validate the requisition is correct and materials are in fact needed
  • Make minor updates as needed
  • Reject to the requester if major issues are present
  • Approve to purchasing

Benefits:

  • Catches errors before parts are ordered and returns are needed
  • Allows for purchasing to focus on purchasing and not reviewing the validity of requests

Roles:

  • Field Supervisor/Foreman
  • Project Manager
  • Warehouse Manager
  • Back office

Location:

  • Purchasing > Requisitioning > Requisitions

Video:

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