Approvals in the CU Marketplace
Policy, Training & Related Pages
An approver is an individual with an assigned approving role in the CU Marketplace system. This means the user is part of a transaction's workflow and is required to review purchases and payment information to ensure the transaction follows policy and standards. Approval workflow is triggered based on the details of the transaction.
Approver Types
Departmental Approvers have the authority to approve requisitions and vouchers, which means they act as stewards of University resources, conducting the proper due diligence in reviewing a requisition or voucher and being accountable for the decision to approve or reject the purchase and/or payment.
Departmental Approvers are responsible for confirming the appropriate and required supporting documentation has been attached to the requisition or voucher.
Category Codes That Trigger Special Approvers (Coming Soon!)
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
- Good or Service
- Category Code(s)
- Special Approver
Required Approvals
Departmental Approvers are responsible for reviewing the purchase details in the requisition and confirming the appropriate and required supporting documentation has been attached to the requisition.
Approvers must assign themselves to the requisition document to take actions against the submission. Marketplace Departmental Approvers can navigate throughout the document to view the supporting attachments of the requisition to confirm the submission is appropriate.
If the requisition meets the approval criteria, the Marketplace Requisition Approver will approve the requisition. Alternatively, Departmental Approvers can return the requisition to the Procurement Initiator to make corrections.
Contract Requests do not go into Departmental Approver workflow, they go direct to Central Purchasing for approval. However, there is an opportunity within the form to add the names of appropriate departmental stakeholders who need to receive communications about the form in addition to the Procurement Initiator who submitted the Contract Request.
Both PO and non-PO vouchers will route to the appropriate Marketplace Departmental Voucher Approver based on workflow rules. Approvers must assign themselves to the voucher document to take actions against the submission. Marketplace Departmental Approvers can navigate throughout the document to view the supporting attachments of the requisition and voucher to confirm the submission is appropriate.
If the voucher meets the approval criteria, the Marketplace Voucher Approver will approve the voucher.
Non-PO vouchers approved at the department level will then route to Central Accounts Payable where they will be assigned to a member of the Audit & Review Team.
AP Audit & Review staff members will review vouchers and supporting documentation. If an item associated with the voucher needs clarification or correction, the staff member will return the voucher to the Procurement Initiator to make corrections, resulting in a Marketplace notification sent to the Procurement Initiator.
The AP Audit & Review staff member can also Reject the voucher if the voucher is an inappropriate request.
Payments to foreign vendors, individuals, and entities will also be reviewed for any tax withholding requirements.
Please visit the respective voucher pages to learn about inserting Ad Hoc Approvers into workflow.