Purchase Requisitions
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      How to Approve/Reject Purchase Requisitions

      TABLE OF CONTENTS 

      How to Approve/Reject Purchase Requisitions from a Preview Mode (Incl. Mass Approval Option)


      1. Use your Dashboard / Purchase Requisition screen in Precoro. Filter results by the Approve indicator.

      2. You could Review details, Approve or Reject a PR without opening it. To do this, click the corresponding button from the Action field.

      3. You can approve/reject all or several pending documents in bulk by ticking the boxes on the left and pressing the Approve/Reject Selected button. If you have selected the Reject Selected option you will see a confirmation window where you must leave a comment with a reason for rejection. To proceed, click Yes.


      4. That is it. You will see the system progress and a flash with the number of successfully approved/rejected documents.

      If any selected documents fail to be approved/rejected, they will not be counted as successfully processed in the flash and will remain in the Pending status. They will have to be processed manually one by one, having fulfilled the validation conditions (for example, filling in required fields or canceling dependent documents, etc.).

      Additionally, you will see the necessary actions listed in the document itself, when you hover over the Approve/Reject button.

      How to Approve/Reject Purchase Requisitions from a Specific PR Page


      To go to a specific Purchase Requisition page, select this PR on the Preview. Here you can:

      • Review details and download available attachments
      • Attach additional documents
      • Edit the PR (the overall document and its items in particular)
      • Send PR for the initiator’s revision to make some changes
      • Approve/Reject PR.


      Also, you can add some extra notes to the document by clicking on Add Note. Notes are shown in the PDF or XLSX versions of the document and usually stand for additional PR details.

      To communicate with your team internally, use the Add Comment field. Use “@” to send your comment to the right user or add new followers to your PR.

      How to Approve/Reject Purchase Requisitions with Existing Supplier Approval Workflow


      If you have a set Supplier Workflow in your company, please note that Purchase Requisitions will not be available for Confirmation if the Supplier is still Pending or has been Rejected. Documents can only be confirmed for Approved Suppliers.

      Please learn more about working with Supplier Approval functionality here.

      • Review details and download available attachments
      • Attach additional documents
      • Edit the PR (the overall document and its items in particular)
      • Send PR for the initiator’s revision to make some changes
      • Approve/Reject PR.
      Also, you can add some extra notes to the document by clicking on Add Note. Notes are shown in the PDF or XLSX versions of the document and usually stand for additional PR details.

      To communicate with your team internally, use the Add Comment field. Use “@” to send your comment to the right user or add new followers to your PR.


      How to Approve/Reject Purchase Requisitions in Received Email


      Whenever a Purchase Requisition is waiting for your approval, you will also receive an email notification with a PDF/XLSX PO attached at the bottom of the email.

      You can either Approve or Reject the document directly from your email or follow the “Open the document” link to get straight to the relevant page in Precoro. 



      Approve       or Reject PR when you are ready.

      Please note: Rejected PR cannot be restored. The Reject action implies that it is forbidden to proceed.


      You can disable email notifications on Purchase Requisitions that need your approval in the Email Preferences. 

      The date of a PR’s final approval appears at the top of the screen as the Approval Date.