Unsure of what is going on with an eRequisition? Looking at the ‘Status’ field can help! Below is an explanation of what each status means and how it can help you understand the status of a particular eRequisition.
- Composing: The eRequisition has not yet been submitted, or it has been submitted and subsequently withdrawn. eRequisitions in 'Composing' status can usually be found in the 'My Documents' portlet of the preparer of the eRequisition or via an eRequisition search. When viewing the eRequisition, the preparer can click the 'Edit' button to edit and submit the eRequisition or click the 'Submit' button if the eRequisition is ready to be submitted.
- Submitted: The eRequisition has been submitted for approval. eRequisitions in 'Submitted' status can usually be found in the 'My Documents' portlet of the preparer, as well as in the 'To Do' portlet of the current active approver in the approval flow. To see the current active approver, view the eRequisition and click the 'Approval Flow' tab.
- Approved: The eRequisition has been fully approved and has been sent to the agency's financial backend system. The eRequisition can still be viewed in the preparer's 'My Documents' portlet for a limited period of time. Otherwise, the eRequisition may be accessed via an eRequisition search.
- Denied: The eRequisition has been denied by an approver to be edited or deleted. It can be found in the preparer's 'My Documents' portlet or via an eRequisition search. View the 'Comments' section of the 'Summary' tab for any comments left by an approver. To view which approver denied the eRequisition, click the 'Approval Flow' tab. To edit the eRequisition, click the 'Withdraw' button, choose to view the request, and then click the 'Edit' button.
Note: Only users with the 'Global Reporting Role' or 'EPLITE Reporting' roles may view the eRequisitions created by other users.
For further information on eRequisitions please view the eRequisitioning section on the User Training page of this web site. For instructions on conducting eRequisition searches please view the System Searches job aid on the User Training page of this web site.