Purchase Orders Approval

If purchase orders require managerial approval before ordering, the Approve permission can be removed for any non-administrator user. Users without this permission will see Request Approval instead of Ordered on the Purchase Order page. After all items are added to the purchase order requisition, the user can select Request Approval to submit it for review.

To enable this feature, deselect the Approve permission for the user.

Administrators can use the Approval filter to display only purchase orders that require approval.

Administrators can review the purchase order and, if approved, change the status to Ordered and submit it to the vendor.

Purchase Order Approval Notifications (enterprise-only)

A Purchase Order workflow can be created to receive notifications whenever a new PO requires approval.

Begin by navigating to Workflows.

Create a new purchase order workflow.

Next, configure the following parameters:

• Condition: Purchase Order Status, Equals, Approval
• Action: Send Purchase Order Notification

Recipients for notifications can be designated, and additional details can be included in the message body.