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Submitting Requests

Once all necessary details and item lines have been entered, the Request may be submitted for approval. This is done using the Submit action and then choosing the specific user to submit it to. The users available to submit to depends upon the Request’s approval group and total amount.

What to expect after a Request is submitted:

  • The Request is submitted for approval to the specific user chosen.
  • The Request's status will change to Submitted.
  • Depending on the configurations, notifications regarding the Request's status or required approvals may be generated.
  • Once the Request is approved, the status will change to Approved and the approval date and approving user will be recorded.
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