Approve a purchase order

To approve a purchase order (PO):

  • Click on Purchase Orders in the top navigation bar
  • Select All
  • Filter for purchase orders in New or Pending Approval status
  • Select the relevant PO to review by clicking on the magnifying glass

After selecting a specific purchase order, you can see any relevant backup documents in the Backup/attachments tab. There are also the usual History and Comments tabs.

You can now either Approve, Approve with Comment, or Cancel the purchase order. If you approve the PO, it will be emailed to the relevant vendor with instructions to reference the PO number when submitting the relevant invoice.

Once you receive the invoice, you can attach it to the original PO by selecting the PO # from the dropdown box on the invoice screen.