Once a Purchase is requested, it will be sent to the relevant approver using the approval policies for purchase orders. Before a purchase is committed with the supplier, the relevant approver(s) will have the opportunity to review it and formally approve, reject, or challenge it if further details are needed. Approvers are also able to see the budget impact of a purchase request before approving.
Approve/challenge/reject a Purchase
Login to Moss.
On “My Moss” click on “View All” in the “My Tasks” widget and then click on the “To approve” tab; alternatively go to the “Requests” on the main navigation panel.
Select the purchase request that you wish to review. If you have trouble finding the purchase request you can use the filter option.
Check all the available information and, if you wish to grant the purchase request permission, click on “Approve”.
Alternatively, click on “Challenge” if you want to send the request back to the submitter with additional questions.
Finally, if you wish to reject the request, click on “Challenge”, mark the checkbox and click “Reject permanently”.
Some of the fields are editable by Approvers, you can make the edits yourself and approve or send back to the requester to adjust.
How are purchase requests routed for approval?
Approval policies can be set for purchase orders by Admins under "Settings" > "Approval rules". Purchase requests can also be forwarded from the 'Purchase' window to any Moss user for approval, if required.