Purchase Order - Approve

All Requisition PO's have to be approved before they become an actual PO. There are several reasons why a PO would be a requisition. 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 Requisition 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 requisition PO's, then a new requisition 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 a notification while exiting to the appropriate employee for approval.

Once you select Purchase Order, you will by default be in the Open screen, select the Requisition 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 Requisition Request, Clone PO, Merge, Void, Export to Spreadsheet. Select Approve Requisition Request.

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

Once the Approve Requisition Request has been selected, the Purchase Order will be displayed. You will be able to uncheck the Pending in the upper right corner.

You will be prompted, "Are you ready to approve this Requisition?" 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 Yes, this will finalize the Purchase Order into an Open status and will now be accessible in the Open tab of the Purchase Order dashboard.

Rejected Invoices

Rejected Invoices in Purchase Orders: In a purchase order, a new checkbox has been added to indicate if the invoice was rejected upon receipt. This information is then viewable/sortable from the purchase order dashboard.