Purchase Orders Approval

If your company requires approval of purchase orders by a manager prior to ordering, you may deselect the "Approve" permission for any non-administrator user. If a user does not have permission to approve purchase orders, the "Ordered" status on the purchase order page will be replaced with "Request Approval". Once all items for purchase are added to the purchase order requisition, the user may select "Request Approval".

To enable this feature, uncheck the "Approve" permission from the user:

Administrators may use the "Approval" filter to only display purchase orders requiring approval:

Administrators can review the purchase order and if they approve, set to "Ordered" status and submit to the vendor.

Purchase Order Approval Notifications (enterprise-only)

You can create a Purchase Order workflow to receive notifications whenever a new PO needs approval.

First, navigate to Workflows.

Create a new purchase order workflow.

Then, set up the following parameters.

Condition: "Purchase Order Status, Equals, Approval"

Action: "Send Purchase Order Notification"

You can specify the recipients of this notification and add more information to the body of the message.