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IMPORTANT:
Before you begin….
This Approving A Requisition
At-A-Glance sheet assumes the user has a network login name and
password for logging on the P I S D network. It also assumes that the
user has a copy of the “Requisition Approval User’s Guide” and has read
the first part titled “Navigation” (pages 2-3). |
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Note:
Requisition Approval User's Manual can be downloaded from the following
website:
http://www.pasadenaisd.org/purchasing |
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Accessing Lawson:
Go to Lawson website:
http://pisdlawson/ |
2 |
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Login to Lawson
using your district User ID and Password -
Example: User
ID: RBoice,
Password: password (lowercase)
If you have a problem with your login, please
contact the Help Desk @ ext. 70260 |
2 |
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Budget Approvers will
have a special in-basket
that can be assessed from the home tab on any Lawson screen. Click on
the in-basket marked “Budget Holder”
·
Select "Budget
Holder" from your Inbox (left hand side of your screen) This will
bring up a screen with all Requisitions needing your approval |
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To begin approving
- Select a Requisition and click on it to display the requisition.
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To view the contents
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You can click on the Requisition tabs and move
through the Requisition details (Misc., Lines, Template, etc.) |
6 |
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At this point you will have 3 options –
·
Approve
- Click on this to
approve the Requisition and have it continue on through the approval
process.
·
Unrelease-
Clicking
on this option will send it back to its original status of "unreleased"
and allow changes to be made.
·
Reject –
Do not
use until you have talked to Purchasing Buyer -
Clicking on this option
will “KILL" this requisition forever. If you "Reject”
this requisition, your secretary will have to completely start over with
this request. Reject status cannot be changed! |
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Normal Approval
–
·
Once you click
“Approve” An approval action message box will appear asking if you want
to take this action. Click “OK”
·
A “Dispatched
Work Object message box will appear. Click “OK” . This will take you
back to the in-basket. (Note that the approved requisition number
will no longer be listed as “needing approval”. |
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Normal Unrelease
– Before clicking this option, you will need to attach a comment so the
originator knows what is wrong with the requisition.
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To add a comment
Click on “Add Comments” (within the Requisition form )
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A Comments page
will display - Click on “Comment”
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Click on
"Requisition Header Display Only Comments"
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Add a Title to
your comment
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Type in the
message text (no limit on characters)
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Click on Add
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Click on Close
(this will take you back to the Reqn.)
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Click on inquire
(this will change the “Add Comments” to” Has Comments”)
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Once you click
“Unrelease” (an approval message box will appear) Click OK
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A “Dispatched
Work Object” message box will appear. Click “OK” . This will take you
back to the in-basket. (Note the requisition number will no longer
be listed as “needing approval”.
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Email originator to notify the
requisition that it has been “Unreleased” and they need to go in
Lawson and find the requisition. |
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Reject -
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Clicking on this option will "
KILL " this Requisition. Once you click Reject a message box
will appear asking if you want to take this action. Click OK”.
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A “Dispatched Work Object” message
box will appear. Click “OK” . This will take you back to the
in-basket. (Note the requisition number will no longer be listed
as “needing approval”. |
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Repeat
until your inbox is
clear. When finish, log off Lawson and you are done |
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