PO Approvals

The PO Approval portal allows for an intermediate approval step between a request to order a part and a live purchase order. This gives you more control over the ordering process.

If the PO business rule for allowing approval processing is set to Yes, an Order Request must be approved before the request is turned into an actual purchase order. When a request completes an approval route, it becomes a live order.

The PO Approval function will only display requests, not active purchase orders, when you use it.

Use the PO Approval portal to perform these tasks:

• Manually enter a Purchase Order Request and, upon approval, turn the request into a live purchase order.
• Use the PO Request Routes to send orders to personnel authorized to approve them before turning the request into a live purchase order.

Note: When you enter an order request, you are not required to enter a Vendor ID until the order request is approved unless the business rule requiring the vendor is set to Yes.

Note: Inventory on-order quantities are not updated for order requests. Order requests are treated like requisitions for inventory quantity considerations.

See the PO Approvals Overview topic for more details.