Viewing and Approving Requisitions

How to Use This Site > The Arco Requisition Manager > Viewing and Approving Requisitions

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Step 1

When a user with approver settings on their website account logs in to www.arco.co.uk, they can see how many requisitions are awaiting their approval in the Message Ticker on the red status bar at the top of the screen.

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Step 2

To view the requisitions that are awaiting your approval, you can select the 'My Requisitions' option from the 'my account' menu at the top of the screen.

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Step 3

The Requisitions screen is divided into four main parts, each one presenting different information about your requisitions.

  • My Requisitions
    If you have placed requisitions of your own that are still awaiting approval, they will be shown here.
  • Returned Requisitions
    If you have placed requisitions of your own in the past and your approver has returned them to you for amendment, then those requisitions will appear here. Selecting 'Amend' will allow you to view the approver's comments and make any necessary amendments to the requisition before re-submitting it for approval. Alternatively, you can just delete the requisition if the items are no longer required.
  • Requisitions Awaiting My Approval
    If you are an approver for another user's requisitions, the requisitions that require your approval will be listed in this section along with some basic information. You can view a requisition by selecting the 'view' button at the left hand side.
  • Account Overview
    The Account Overview section provides information about your account's ARM status. Each approver is listed along with their outstanding requisitions so that you can see if certain approvers have let requisitions build up and notify them if necessary.

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Step 4

By selecting to 'view' a requisition that is awaiting your approval, you will be taken to the Requisition View screen where you will see the requisition's details. You can review the requisition to make sure it is acceptable, and then choose an action to perform.

Rejecting the requisition will remove it outright from the system and will return a message to the user who placed the requisition, informing him or her that their requisition has been rejected and including any extra comments you have entered into the 'reasons for return/rejection' box.

Returning the requisition will leave it on the system and will return a message to the user that placed the requisition, along with any comments that you have entered into the 'reasons for return/rejection' box.

Approving a requisition will place it as an order on the www.arco.co.uk system and inform the user that his or her requisition has been approved and is now being processed.

At this stage, you can enter or amend the customer reference and/or the payment method.

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