10. PO approval process/workflow (ability to self implement/configure when needed)
(Ability to approve PO by dollar value and other parameters)
Setting the limit to approve the purchase order based on User Group:
Setting up PO Limits by User Groups
Go to Lists -> Employees -> User Groups. Select the Edit icon of the user group you want to set the Purchase order approval limit.
Use the field “Approval Limit for Purchase Orders” to setup the limit of approval for a particular User group to approve Purchase Orders in the right pane.
Ex: The limit of $10,000 is set for the User Group then the user who belong to that group are eligible to approve the Purchase Order under or equal to $10,000.
Purchase Orders Locks:
When the Purchase order created has exceeded the approval limit, then the PO will be locked. Inventory receipt or Supplier invoice cannot be created until the Purchase Order is approved.
Approving Purchase Orders:
If the User with access and permission has the capacity, they can see the purchase order, which also shows the Approval Status, to approve the order.
If they click on Approve, then that Purchase order will be released and Inventory receipt and supplier invoice can be created.
Unapproved PO’s List:
To see the list of unapproved PO’s go to Purchases -> Unapproved POs
To see the log of approved PO’s: Reports -> End of Day / Month -> Purchase Orders - Approved Log
Approved Purchase Orders Report:
