If certain users can only send Purchase Orders up to a certain value, Purchase Order approvals can be enabled.
Enabling Purchase Order Approval
- Browse to Administration → Defaults
- In the Purchase Order section tick the Option for Purchase Orders Require Approval.
Enabling Email Notification
You can also enable the setting to receive automated email notifications when a Purchase Order exceeds the approval limit.
Still in Administration → Defaults, look for the setting "Notify by email if Purchase Order exceeds approval limit" and select Yes and enter the corresponding email address.
Setting Up Approval Limit per user
- For each User under Administration → Users you can set the maximum value of Purchase Orders they can send.
Approving Purchase Orders
- Open the Purchase Order Details
- Click Approve Purchase Order
Tip
You can also view all Purchase Orders that require approval under the Purchase Order List which is done by clicking Inventory → Purchase Orders.
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