Skip to content

Knowledge Base

← Back to Knowledge Base Home

Training Tidbit: Is there a way to let approvers add new detail lines when approving requisitions?

Yes.  To define the system so approvers can add new detail lines when approving requisitions, complete the following:

  • Go into the Requisition Options by selecting the Requisitions menu in Accounts Payable and then Requisition Options.  (Note:  Only supervisors can access the Requisition Options.)
  • On the General tab, within the Requisition Entry/Approval Defaults List, select the Allow Approver Edits field for Approvers Add New Detail Lines.  A checkmark will appear in the box if the option is selected.  If the field is selected, the approvers will be able to add new detail lines while approving requisitions (and also edit any fields on the detail lines they added or delete the detail lines they added).
  • If desired, select the Requires Restart of Approval field for Approvers Add New Detail Lines to send a requisition back through the entire approval process if an approver adds a new detail line (or deletes a detail line the approver had previously added).
  • Click the Save button.
  • If any approval trees have the Override Requisition Entry/Approval Defaults field selected, click the Approval Tree tab and then make the same changes in the Requisition Entry/Approval Overrides List and save the changes.

Then when approvers are completing the Requisition Approvals option, new detail lines can be added, if needed, by clicking the Add Row button located at the top of the Detail Information List in Web Link or completing the blank line at the bottom of the Requisition Details List in Accounts Payable, and then completing the fields of information for the line.  If applicable, when adding a new detail line, any of the fields can be completed (not just those that are defined to be edited within the Requisition Options).  If a new detail line is added, a comment will automatically be added in the Your Comment field, and the Requisition Amount field will automatically be updated.

Note:  A detail line that was added by an approver can be edited by any approver, but only the fields defined to be edited will be enabled for the other approvers, while all the fields are enabled for the approver who added the line.