What This Process Does

  • This process will allow the user to approve a purchase order for another user.

 

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 the assigned approver is not available, any person having the approval rights may approve.

 

Approve Purchase Orders

Set a Cookie

  1. Put in a Help Ticket to ask for the Dev_Licence code for the day.
  2. Go to the Purchase Order Module.
  3. Select Help at the bottom, then Set a Cookie.
  4. Enter Dev_License in the Cookie Name and the code of the day in the Cookie Value.
  5. Save.


Procurement → Purchase Orders → Add/Approve tab → Approve POs

Range as necessary. Click Select (Process wheel) to bring up the Approve Browse screen.


A screenshot of a computer AI-generated content may be incorrect.


Once the flags are set, the approved flag will be set to true in the Purchase Order Master.