Note: Approving is practically “point-and-click”; but, it would be disastrous to the County if something egregious was approved. Munis can report on approvals made without review. Please thoroughly review all requisitions.
1. Click your Approvals Tile on the Munis dashboard.
2. Select the Requisition (REQ) to review by clicking on the record.
3. Review items Attached under the paperclip
4. After review of attachments, click on the for the requisition details.
5. Review any Notes left by the enterer. Use the Back button to toggle back.
6. Verify information from the attachments against the requisition screen details:
a. Vendor Name
b. Vendor Mailing (Remit) Address
c. Ship-to address
7. Click on Line Items to review. Verify line item details match the attachments and to review the ORG-OBJECT coding. Use the Back icon to return to the requisition.
8. After review, make a decision on approval and select your choice at the bottom of the screen.
a. Approve, comment optional
b. Reject, comment required
c. Forward, comment required
d. Hold, comment required
9. Click Back to return to the Munis Dashboard