Purchase Order Approval Process

This can be achieved using statuses.

On the ribbon, go to Tools > Status and add a new status called Pend Appr, and another status called Approved. If only one person is responsible for approving, you can enter that name in Responsibility.

Jim2 user creates a new purchase order on default status Booked. Once the PO has been edited and is ready to submit, change PO status to Pend Appr and change the Name (if required).

With a pinned live list for purchase orders on the status Pend Appr, your approver can see a new request has come in, and use the list to open the purchase order for review

Once the purchase order is approved, it can be moved to the status Approved, ready for the team responsible for sending purchase orders to take action from their own pinned live list

You can assign a Security Level to a status, so the 'Approved' status can be locked to a higher security level for managers or similar.

You can also control the linked statuses to prevent orders being taken directly from Booked to Ordered, as a way of limiting the options available for the user processing it..

Further information

Purchases Security

Debtors Purchase Orders

Expenses at a Glance

Purchases at a Glance

Expenses Tab on POs

How Does Cost of Goods work

How PO Status Affects the GL

Purchases/Expenses Status

Purchase/Expense Order Header

Purchase/Expense Order Footer Tabs

Purchase/Expense Comment Grid

Purchase Order Stock Grid

Purchase Order Reports

Purchase Order List

Purchase/Expense Preview Pane

Purchase List Header

Expense Order Stock Grid

Opening Balance Purchase Order

Add a Negative Expense Order

Add a Purchase Order

Add a Document to an Order

Add an Amount to a PO when Finished at $0

Add an Expense Order

Add Backorder Purchase Order

Add Comments to a Purchase/Expense Order

Add Freight to a Purchase Order

Add Stock to a Purchase Order

Add Vendor Discount

Auto Create a Purchase Order

Create a PO from a Similar PO

Create a PO Template

Create a Purchase Order List

Enter Serial Numbers

Fix Incorrect Pricing after PO Finished

Handle Employee Reimbursements

Handle a Credit for Freight Charged

Link a Job to a Purchase Order

Link Expenses to a Purchase Order

Print a Purchase/Expense Order

Progress Payments on Purchase Orders

Purchase Consignment Stock

Receive Consignment Stock

Receive Stock

Record One Invoice Number on Multiple POs

Record Overseas Purchases, GST, Import Costs

Return to Vendor

Round up Supplier Invoices

Scan Stock into a Purchase Order

Staff Purchases

Unprint Purchase/Expense

Vendor Price Breaks

View or Edit a Purchase/Expense