Purchase Order Approval

Purchase orders that require approval display in the PO Processing snap-in on the Dashboard.

When you select a purchase order in Approval Processing on the Dashboard, the To Approve Tab displays. You can use this tab to view authorization history, enter free-form notes about the purchase order, and then approve, deny, or request a revision of the purchase order.

After you take action on a purchase order, the system removes the purchase order from PO's pending your approval on your Dashboard. The system then adds to PO's that have been approved on the Dashboard of the user who entered the purchase order. For purchase orders that need to be revised, the user who entered the purchase order can select the purchase order on their Dashboard, and the To Revise Tab displays. The purchase order can be edited or voided from this tab.

Purchase order must be approved prior to invoice issue. Once fully invoiced, approved purchase orders are automatically hidden on the PO Processing snap-in. Denied purchase orders are not automatically hidden, so they must be manually hidden.