Your system can be configured to require an approval from specifically designated users before allowing others to print or email purchase orders.
The first step is determining the dollar amount of which an approval should be required by a manager before the PO can be sent out. You can only assign one limit in the system to be the maximum amount allowed to send without approval.
The first step is determining the dollar amount of which an approval should be required by a manager before the PO can be sent out. You can only assign one limit in the system to be the maximum amount allowed to send without approval.
Pictured below is an example of a purchase order page with a PO approval notification. In this instance, the PO entered is for $6,250, exceeding the PO approval limit of $2,500.
The ability for a user to approve or deny a PO is dependent on the permissions allowed for the user group of the user logged in. If a user group does not have the permission to approve POs, they will see a notification on the PO page, but will not have the "Approve" or "Disapprove" buttons.
| Permitted User:  | Non-Permitted User:  |
There are two methods for making sure your purchase orders are moved through the approval process in a timely manner...
METHOD 1:
In the Purchasing Home of your system, you can find a list of "Unapproved POs" which will update automatically as new POs needing approval are entered. This would need to be checked periodically to be kept up to date.
In the Purchasing Home of your system, you can find a list of "Unapproved POs" which will update automatically as new POs needing approval are entered. This would need to be checked periodically to be kept up to date.
METHOD 2:
When a user who cannot approve POs is presented with the approval notification on the PO, they can send a CRM event to the person responsible at your company for approving.
They can simply click the "CRM" tab within the PO page, then assign the event to the necessary person for approval.
Adding the CRM event will automatically send an email to the assigned user.
Upon approval, another CRM event can be created on the PO page to send a notification about the approval to the person who initially requested it.