What is the expected workflow of a requisition?

1. Composing

• This is the initial status of any requisition. In this status, the requisition can be edited, items can be added and/or deleted.
• Imported requisitions can go into this status instead of going directly to Submitted if there are any errors (usually validation errors). There is currently no notification for this.
• Requisitions also automatically go into that status after ERP push errors from the Change or Cancel action.
• Any changes made to the first version of a requisition that is in Composing will not be recorded in the history.

2. Submitted

• This is the next status for requisitions. Requisitions will move into this status once the Requester/Preparer clicks on Submit.
• The requisition will remain in this state until it’s fully approved.

3. Approved

• This status is triggered once all the approvers have approved the requisition.
• The requisition will remain in Approved till the Hold-till date is met.

4. Ordering

• This is a temporary status that comes after Approved.
• The requisition will remain in this status until the order is sent to its destination (ERP, AN, or both).

5. Ordered

• Once the order is successfully sent to its destination(s), Ordering will change to Ordered.

6. Denied

• This is an exceptional case for a status. It usually follows Submitted.
• It can stay in this state indefinitely.
• A user action is needed to take the requisition out of this intermittent state.
• Actions available are: Edit, Resubmit, Withdraw, & Delete (after editing/withdrawing).

There are also Canceled & Canceling statuses, but they are identical to the Ordered/Ordering statuses.

Purchasing