Approve Purchase Order

All Pending POs have to be approved before they become an actual PO. There are several reasons why a PO would be pending. One reason is that the person writing the PO does not have PO Approval authority. Another reason is the PO exceeded the maximum allowed for that operator and would need to be approved by someone with a higher authorized amount. A Pending PO can also be written from an Internal Repair Order or a Customer's Work Order for items that are short by right-clicking on the item and selecting Order Item, the item will be added to that PO. If the vendor has no pending POs, then a new pending PO will be created. Note: When creating a PO and it’s over your approved amount or you do not have PO Approval, you can send notification while exiting to the appropriate employee for approval.

Once you select Purchase Order, you will by default be on the Open screen, select the Pending Tab. This will display all the PO's that need to be approved.

Select the appropriate Purchase Order by either a single right or left click, you will be given the option to Inquire, Print, Modify, Approve Open PO, Clone PO, Merge, Void, Export to Spreadsheet. Select Approve Open PO.

* Note: If the Approve Open PO is grayed out, then you are not authorized to approve pending Purchase Orders. Only individuals with proper security authorized to approve pending Purchase Orders will have access.

Once the Approve Open PO has been selected, the Purchase Order will be displayed. You will be able to unchecked the Pending in the upper right corner.

You will be prompted, "Are you ready to submit this Purchase Order?" Select "Yes". The status will change from Pending to Opening in the top right-hand corner of the Purchase Order Screen.

You can also send an approval notification to the employee who ordered it.

Once you click Ok, this will finalize the Purchase Order into an Open status and will now be accessible in the Open tab of the Purchase Order dashboard.