.. Financial Operations Approving SAP Requisitions QUICK GUIDE for Approving SAP Requisitions   NOTE: For best printed quality, get the paper Quick Reference Card from the Paper Documents web page. MIT personnel can order free copies from Copy Technology Centers or download the PDF files directly. Contents Go to the Workflow Inbox Step 1: Click the Workflow button Step 2: Review Requisition Line Items Step 3: Display the Review/Print Requisition Report Step 4: Review the Print Line Item Details Step 5: Approve (Release) Line Items Step 6: Delete Line Items Note If there are items to be approved in your Workflow Inbox, SAP displays a message when you log on. Go to the Workflow Inbox Use ONE of the following: Navigation Path: (from the SAP User Menu screen) - User Menu - Role ZMIT - Mailbox - SAP Office Inbox Transaction Code: /nso01 Workplace Button: top   Step 1: Click the Workflow button top   Step 2: Review Requisition Line Items There are three ways to review line items: Use the Review/Print Requisition report. Go to Step 3. Use SAPweb. See the SAPweb home page, and use the Display Requisition function. Review them via the Workflow Inbox. Go to Step 5. top   Step 3: Display the Review/Print Requisition Report 3a) Write down the requisition numbers in your Workflow Inbox. 3b) Go to the Review/Print Requisition screen: Navigation Path: (from the SAP User Menu screen) - User Menu - Role ZMIT - Purchasing - Requisitions - Review/Print req Transaction Code : /nzbp0 3c) Type in the requisition number. 3d) Click the Execute button .   top   Step 4: Review the Print Line Item Details 4a) Click the magnifying glass button next to the requisition to display line items. 4b) A green checkmark means it has been approved. A red X indicates the line item has not yet been approved. 4c) Review the line item details of the requisition including quantity, price, G/L account, cost object, and justification (if any). 4d) To review this report on paper, click in the line item selection box and then on the Print Req button to print the requisition.   top   Step 5: Approve (Release) Line Items 5a) Go to the Workflow Inbox. See Step 1. 5b) Double-click the Execute button next to the line item you want to approve. The Item Detail screen is displayed. Note: Only line items that you are able to approve will appear in your Workflow Inbox. There may be other line items in the requisition that do not require your approval. 5c) (optional) You can make changes to any fields that are white. You cannot change the gray fields. 5d) Use the Go to menu to move between the screens to review details and make changes. 5e) Follow the menu path: Goto >> Item Overview. 5f) Click the line item selection box to the left of the line item. 5g) Click the Save button to save your changes or the Release + Save button to save your changes and approve the requisition. A message appears confirming that the requisition has been changed. Your Workflow Inbox is displayed. 5h) Click on the Update button to refresh your Inbox screen. top   Step 6: Delete Line Items (optional) 6a) Copy the requisition number from your Workflow Inbox. 6b) Access the Change Requisition transaction: Navigation Path: (from the SAP User Menu screen) - User Menu - Role ZMIT - Purchasing - Requisitions - Change a Requisition Transaction Code: /nME52 6c) Enter the requisition number and click the Overview button . The "Change: Purchase Requisition: Item Overview" screen is displayed. 6d) Click the line item selection box to the left of the line items you wish to delete. To delete an entire requisition, select all its line items. 6e) Follow the menu path: Edit >> Delete. 6f) In the "Delete items" dialog box, click the Yes button. 6g) You are returned to the "Change: Purchase Requisition: Item Overview" screen. All deleted line items are grayed-out and have a checkmark in the 'D' column. 6h) Click the Save button . top Copyright 2001 © Massachusetts Institute of Technology SAP for MIT Documentation on the Web Valid From: 01/29/2001