Approve Requisitions

Only persons with the Approver Role can approve requests.

  1. On the YoMart Shopping-Home Page select Orders→ Approvals → Requisitions to Approve.
  2. If needed use the Filter My Approvals box in the left-hand pane to filter the approval type.
  3. Click on the Approval Folder to expand it.
    Click on the approval folder to expand it.

  4. Click on the Requisition/Form Number to open the request.


  5. Verify the request is appropriate and correct.
  6. Approval options and workflow steps are located on the right side of the requisition.
    Approval options and workflow steps are located ont he right side of the requisition.

  7. Click the Assign to Myself button.
  8. Select the appropriate action for the specific requisition by clicking an option from the dropdown.
    Selecting the appriate action for the specific requisition.
  9. If the request is to be APPROVED, click Approve & Show Next or select Approve from the dropdown.
    If the request is to be RETURNED, select Return to Requisitioner.
    If the request is to be REJECTED, click the Reject button.
    Select the options to either approve, return, or reject the request.
Approve Requisitions via Email

If you would like to approve requisitions using the Take Action button in the email from YoMart, you first need to set up your email approval code.  Here is what the button in the email looks like:Click the take action button to approve requisitions.

  1. Log in to yomart.appstate.edu, and click on the profile icon at the top right of the page.
    Click on your profile icon.

  2. Choose View My Profile.
  3. Then choose View My Profile, then Update Security Settings, and Change Email Approval Code.

    Choose to view my profile, the update security settings, then change email approval code.

  4. The email approval code box will pop up. Enter a code that you can remember.
    Enter an email approval code that you can remember.

  5. You will now be able to click the approve link in the emails that YoMart sends to you.
Assign a Substitute Approver

Assigning a Substitute Approver is critical when traveling without access to YoMart.  This will prevent the delay of workflows.

  1. In YoMart, select the Profile icon located at the top-right of the page.
    Select your profile icon in YoMart.
  2. Under the ordering and approval settings, click View Assigned Approval Folders.

  3. Check the folders you want to set a substitute approver for and then click Go.
    Check the folders you want to set a substitute approver for and then click go.

  4. Enter an approver's Name in the Substitute Name field.
    Enter an approver's name in the substitute name field.

  5. You can also include a  Date Range to which this approver will have access to this folder.
  6. Click Assign.
  7. The substitute approver for each folder will now be displayed.
    The substitute for each folder will now be displayed.

  8. To manually remove the substitute approver, click Remove for that folder.
Returning a Requisition/Contract Request/Invoice to a Previous Workstep

Only available for specific approvers with the appropriate permission.


The Revert workflow to a previous step action allows users to return a document to a previous workflow step. It is not available for documents in Draft or Completed status, or if an automated step process, for example, Banner Budget Authorization.

Things to Know

  • The Revert Workflow action is recorded in the History tab along with the reason.
  • The workflow is re-calculated and any previously approved steps, including the newly active step, are reset. All previous approvals are cleared and the steps will require approval again (although all previous approvers of a workflow step are still recorded in the History).

  • Emails and notifications will be re-sent where applicable.


  1. Open the requisition.
  2. Select the Revert Workflow action; In the right sidebar, under What's Next, click the actions icon and select Revert workflow to previous step.

    Revert workflow to a previous step

  3. In the pop-up window, click the Select button next to the workflow step that you want to revert to.
    Click the select button next to the step that you want to revert to.
  4. Enter a reason for reverting the step (required) and click Revert.
    Enter a reason for reverting the step.

  5. A notification near the top of a requisition indicates that it has been reverted to a previous workflow step.
    A notification at the top of a requisition indicates that it has been reverted to a previous workflow.
  1. Open the Contract Request.
  2. On the Contract Request Workflow tab, select Revert workflow to previous step.
    Select revert workflow to previous step.

  3. In the pop-up window, click the Select button next to the workflow step that you want to revert to.
    Select the button next to the workflow step that you want to revert to.

  4. Enter a reason for reverting the step (required) and click Revert.
    Enter a reason for reverting.
  5. A notification near the top of a contract request indicates that it has been reverted to a previous workflow step.
    A notification near the top of a contract request indicates that it has been reverted to a previous workflow step.
  1. Open the Invoice.
  2. On the Invoice Workflow tab, select Revert workflow to previous step.
    Select revert workflow to previous step in the workflow tab.

  3. In the pop-up window, click the Select button next to the workflow step that you want to revert to.
    Click the select button next tot he workflow step that you want to revert to.
  4. Enter a reason for reverting the step (required) and click Revert.
    Enter a reason for reverting the step.
  5. A notification near the top of a requisition indicates that it has been reverted to a previous workflow step.
    A notification near the top of a requisition indicates that it has been reverted to a previous workflow step.



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