Approval Process: PO Change Orders in NUFinancials

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This Training Guide will walk through the process of approving a PO Change Order for Users with the PO Approver Role.

Approval Process of a PO Change Order

For users with Approver role
 

Important Notes

  • If one line item cannot be approved, the whole transaction must be sent back or placed on hold
  • If a line is grayed out it does not need your approval


There are 3 different ways that you can access approval pages for a PO Change Order:

  • NUFinancials WorkCenter
  • Approvals Tiles
  • Navigation Bar.

 

Approve PO Change Order via NUFinancials WorkCenter

Navigation: Log into NUFinancials > Employee Self Service > NUFinancials WorkCenter (tile)

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  1. Click on the NUFinancials WorkCenter tile.
The NUFinancials Workcenter page appears
 

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  1. Click on the Approvals tab.

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  1. Click on Purchase Order.

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  1. Under the search criteria, click View Results (this will allow you to see all of the Purchase Orders that are in a pending approval status available in your approvals list).
  • Alternatively, you can search by entering the field information in the search criteria to search for specific transactions.

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  1. Choose the transaction that you want to approve by clicking on the PO No. hyperlink.
  • Scroll to the right to see more information about the transaction.

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A new window will open with the PO Change Order information. This is the approver’s page to approve, deny, or hold transactions.
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Note: Approvers can view extended information on the report by clicking the “Additional Information” link.

Approve, Deny, or Hold PO Change Order

Approve PO Change Order

To approve a PO Change Order,

  1. Select the line that you want to approve and click on the check box.
  • To select all the lines, click on the check box at the top
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You can also see the line details by clicking the arrow, located on the right hand side at the end of the line.
Note: If you try to approve, deny, or hold a PO Change Order with selecting any line, you will get the following message,
 
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After receiving this message, click OK and select the line(s) you want to Approve, Deny, or Hold.
 
  1. Click Approve.
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  1. An Approve message with the Approver Comments box will appear.
  • Enter Approver Comments if needed.
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  1. Click Submit.    
Note: To View Comments and Attachments of the PO Change Order, click View Comments and Attachments in the More Information section.
To view a printable version of the PO Change order, click View Printable Version.
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Deny/Send Back PO Change Order

To Deny/Send Back a PO Change Order,
  1. Select the line that you want to Deny and click on the check box.
  • Alternatively, click on the check box at the top to select all the lines.

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  1. Click Deny.

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  1. A deny message will appear with the Approver Comments text box.
  • Enter comments about why the PO Change Order is being denied in the Approver Comments box.

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  1. Click Submit.
 
Note: If an Approver chooses to deny a transaction, comments are REQUIRED. If an approver does not enter any comments, they will receive the following error message and will not be able to submit the denial of the transaction.
 
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Hold Requisition

Warning: It is recommended that you do not use the Hold function. If an approver holds a transaction, that transaction remains at the same approval level without moving forward until the person who put a hold on the transaction applies their approval or denies it.
 

Approve PO Change Order via Approval Tiles

Navigation: Log into NUFinancials > Employee Self Service > Approvals (tile)

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  1. Click on the Purchase Order tab.

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A list of pending Purchase Orders will appear.
 
  1. Select the PO Change Order from the list and click on the line.

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  1. Follow the steps in Approve, Deny, or Hold PO Change Order section.
 

Approve PO Change Order via NavBar

  1. Click on the NavBar icon.
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  1. Click on the Approvals icon under the NavBar list.

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  1. Upon clicking the Approvals icon, the approver will be taken to the Pending Approvals page.
  2. Follow the steps from 1 to 3 in the Approve PO Change Order via Approval Tiles.

For additional assistance please contact the IT Support Center at 847-491-4357 (1-HELP) or email servicedesk@northwestern.edu.

Details

Details

Article ID: 1621
Created
Thu 5/12/22 1:39 PM
Modified
Fri 1/13/23 11:12 AM