RDA Systems Inc

What This Process Does

• This process will allow the user to approve or reject a purchase order.

Requirements

• Purchase orders must be source user verified for sites requiring Simple Approval.
• Purchase orders requiring tiered approval, will need to be source user verified, approved by all account managers, and approved by site managers (optional).
• No records will select unless the user's security profile includes Able to Approve and the Outstanding Amount (from the PO Master) is equal to or less than the threshold defined in the user's security profile.

Best Practice

Required Approval – If a client is responsible for approving purchase orders before they are finalized and paid for, this process must be run. This process can be made available by going to the Generic Setup Variables and turning on the Require PO Approval flag to TRUE. (Requires a Code of the Day)

Approve Purchase Orders

1. Procurement → Purchase Orders → Add/Approve tab → Approve POs
2. Range if necessary. Click Select (Process wheel) to bring up the Approve Browse screen.
3. Select a purchase order and determine the status of that purchase order. Click Save when finished with that purchase order.
4. Once the user is finished determining the statuses of all purchase orders, the Continue button will be clicked. The Approve Audit Trail will display.
5. Once the flags are set, the approved flag will be set to true in the Purchase Order Master.
6. Populate applicable fields using the screen shot and field description below as a guide.

• The Approve Purchase Orders button will be inactive until the system administrator accesses Security and sets up individual users as Able to Approve.
• A purchase order must be approved BEFORE printing.