Send a purchase order for approval
If an approval workflow is set up for purchase orders, authorized users can send a purchase order with a Status of Open for approval. Users who have permission to edit purchase orders can send an edited purchase order for approval, even if a different user originally created the document.
To send a purchase order for approval
Select Search (Alt+Q)
, enter purchase orders, and then choose the related link.The Purchase Orders page opens.
Select the purchase order that you want to send for approval.
Depending on your environment setup for approver selection and whether you want to choose the approver of this purchase order, perform one of the following steps:
If approver selection is turned on in your environment, and you want to choose the approver of this purchase order, perform the following steps:
On the action bar, choose Requisition > Approvers.
The Finance Request Approvers page opens.
Select the Enabled checkbox on the line of the approver who is to approve the purchase order.
To return to the Purchase Orders page, choose
.
If approver selection is turned on and you do not want to choose the approver, proceed to the next step.
If approver selection is turned off, proceed to the next step.
On the action bar, choose Request Approval > Send Approval Request.
Sparkrock Impact verifies the purchase order and, if enabled, runs budget checking.
If errors are detected, the Error Messages page opens and displays the list of errors.
If budget checking is enabled and the budget amount is exceeded, Sparkrock Impact prompts you to confirm whether to continue.
AFter the request is submitted successfully, a status message appears, and the Status changes to Pending Approval.
Related information
Feedback
To send feedback about this page, select the following link: