Sending a Requisition for Approval

This article covers how purchase requisition Requesters can generate a PDF version of their purchase requisition and send it to the appropriate Approver.

1. First, copy the Requisition ID number.

Copy Requisition ID

You can copy the Requisition ID by:

  • Highlighting it and holding down CTRL + C (or Command + C on a Mac)
  • Highlighting it, right-click (or Command + click), and select Copy
  • Write down the Requisition ID on a piece of paper

If you do not have the tile set up, you can navigate to NavBar > Purchasing > Requisitions > Reports > Print Requisition.

View instructions on how to add a tile to your CFS Homepage.

3. If this is the first time you are following this process, click Add a New Value. If not, skip to step 4.

Add a new value

3.1. Enter the Run Control ID name as Send_For_Approval or SendForApproval. Then click Add.

New Run Control

Make sure there are no spaces in your Run Control ID or you will get an error message when you try to create the PDF.

  1. Enter a name for your Run Control such as Send_For_Approval or SendForApproval.
  2. Then click Add.
Search for Run control

4.1. Select your Send for Approval Run Control from the list.

Choose Send for Approval

5. Enter the Business Unit, type or paste the Requisition ID, and select all of the Statuses. Then click Run.

Print Requisition screen
  1. Enter the Business Unit as FLCMP.
  2. Type or paste the Requisition ID.
  3. Click Select All to select all of the statuses.
  4. Click Run.

6. Change the Type to Email. Then click OK.

Process Scheduler screen

7. You will receive an email with the PDF attached within about 5-10 minutes. Open the PDF and ensure that all of the information is correct.

requisition email

8. Forward the email with the PDF attached to the appropriate Approver.

Send email to approver

Only Approvers who have been linked to you on a Finance Access Request Form will be able to approve your requisitions.

  1. Address the email to the appropriate Approver based on: 1) the department ID(s) you used on the purchase requisition, and 2) the Approvers who have been linked to you on the Finance Access Request Form.
  2. Be sure to include the Requisition ID either in the Subject or the body of the email so the Approver can copy/paste it when approving the requisition.
  3. In addition to attaching the PDF of the requisition, you may also want to attach the vendor quote or other supporting documentation for the Approver to review.
  4. In the body of the email, include any details you would like the Approver to know. You may also want to ask them to reply to the email when they have approved the requisition as you will NOT get any notification from CFS when your requisition is approved.

Want to know more about the requisition approval process? View instructions on approving a requisition.

Need More Help?

Questions about how to do something in CFS? Contact IT Training at ittraining@fullerton.edu or 657-278-5647.

Questions about procurement policies or status of a  requisition/purchase order? Contact Procurement at  procurement@fullerton.edu.