Approvals tab for Purchase Orders

Updated by Cheryl Wallace

If an approval process has not been defined for purchase orders, any PO set to Ready to Approve and saved will automatically be Approved without accessing the Approvals tab.

When an approval process has been defined for purchase orders, the Approvals tab is displayed if either the Ready To Approve box on the General tab is checked or if the PO document is approved by at least one approving authority for the specified location.  Only users designated as approvers for this approval process will be able to check Approved and only in the correct sequence if multiple approvals are required.​​

Fields on this tab include:

Approver

Displays the Name of the approver(s) for the PO.

Order

Displays the order in which the PO has to be approved if multiple approvers are listed.

Approved

The approver must check this box to approve the PO.

Date Approved

Once approved, the date will automatically populate.

A purchase order must be approved before it can be received against.

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