Select approver on the Add/Edit PO form

Select Approver on Purchase Order Form

This feature allows users to select an approver for each Purchase Order directly from the Purchase Order form, without relying on predefined approval settings.

Notes

• If no approver is selected on the Purchase Order form and Send Approval Request is clicked, one of the following scenarios will occur:

  • If an approval workflow for Purchase Orders has been configured in the Approval Settings, the Purchase Order will follow the predefined approval process.

  • If no approval workflow exists for Purchase Orders in the Approval Settings, the system will display the warning message “No matching process found”, and the Purchase Order status will remain Draft.

• If multiple approvers are selected on the Purchase Order form and no approval workflow is predefined in the Approval Settings, the approvers will review and approve the Purchase Order sequentially.

• If multiple approvers are selected on the Purchase Order form and the approval workflow also has the option “Only one person needs to approve the transaction” enabled, approval by any one approver will be sufficient to change the Purchase Order status.

• If the option “Only one person needs to approve the transaction” is not enabled, the approval process will be executed sequentially.

• Approvers can be modified in the Edit Purchase Order form. This change is effective only before the Send Approval Request button is clicked.

Configuration and Usage Steps

Step 1: Navigate to Settings → Purchase Options and enable “Can select approvers on purchase order form.”

Step 2: Navigate to the Purchase Order menu, create a Purchase Order, select the approver(s), and click Save.

Step 3: Open the Purchase Order Details page and click Send Approval Request.

Step 4: Complete the approval process by having the designated approver(s) review and approve the Purchase Order.