Approving purchase orders

How do I enable purchase order approval?

  1. Navigate to System Company Parameters.
  2. Click on the Global Settings tab.
  3. Click on the Orders tab.
  4. Enter Y in the Approve Purchase Orders for Printing text box.
  5. Click the Accept button.

Each supplier account needs to have this parameter enabled as well. It is enabled by default when you create a supplier. If you have disabled it you can change this by doing the following:

  1. Navigate to Creditors/ Account Maintenance.
  2. Enter (or select) the appropriate creditor in the Account Number text box.
  3. Click on the Financial Detail tab.
  4. Enter in the Approve Purchase Orders text box.
  5. Click the Accept button.

What changes when purchase order approval is enabled?

It allows you to send or print the purchase order.

What are the steps to approve a purchase order?

Watch this instructional video to see how to approve a purchase order or follow the steps below it.

Navigate to the correct window

  1. Navigate to Orders Purchase Orders / Approve Purchase Order.

Enter the list parameters

  1. If you wish to only list purchase orders made to a specific creditor, enter (or select) the appropriate creditor account number in the Account text box.
  2. Select the location that you want to list purchase orders for from the Location dropdown list.

Generate the list

  1. Click the Accept button.

Approve the purchase order

  1. Select the appropriate purchase order and click the Approve button.

Print the list

This step is optional.
  1. Click the Print button.
  2. Specify the print options.
  3. Click the OK button. 
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