Sourcing Review Roles

Overview of each employee’s role in the Sourcing Review Workflow. 

Note: Sourcing Workflow must be toggled On in your organization’s Admin settings. 

Requester 

Once a Sourcing rule is configured, requisitions that trigger that sourcing rule will be flagged for review. Before submitting the requisition, Requesters will receive a notification on the Requisition draft letting them know the requisition will go through Sourcing Review. 

While awaiting review, the PR’s status will be displayed as ‘Sourcing Review’. 

Sourcing Approver 

Sourcing Approvers will receive email notification when a requisition is ready for review.

Sourcing Approver Dashboard

Any employees with the Sourcing Approver role will be directed to the ‘Approve Requests’ view upon login. 

Locate the desired PR via the narrow search drop-down in the ‘search bar.’

Take Action

Click the Request # to view details. Once the requisition is opened, Sourcing Approvers will have several options. 

• Reject
• Edit (if the global editing option is enabled as shown above)
• Forward 
• Approve

Edit a Requisition

1. Click on the line item to view the General, company, accounting and tax information. 
2. Select ‘Edit’ to make changes. Then click the description for the line item you wish to edit. 

• Note: Permission to edit a requisition is a global setting defined by the Purchase Administrator. If disabled by the administrator, the Edit button will not appear for Sourcing Approvers. 

3. ‘Save Item’. 

Once changes have been made a new message will appear below the navigation option. If changes are incorrect, select ‘Revert all Changes’ to return to the originally submitted requisition. 

Forward

Forward the Purchase Requisition for further review to other users within the Sourcing Review Workflow set by your organization’s Admin. 

Reject/Approve

Select ‘Reject’ or ‘Approve’ and enter a Note for the Requester. 

• Completion of a note is optional
  • Any notes will be viewable from the rejection/approval  email notification the Requester will receive. 

If decision codes are used, Approvers will be asked to select from a predefined list of decision codes. 

Next Steps

The requisition will then convert to a Purchase Order. If Approval Workflow is enabled, it will be automatically directed to the first Financial Approver.