Approval

Support ›› Manual ›› Procurement and Assets Management ›› Operations ›› Procurement ›› Purchase orders ››

Purchase Orders Approval

Use this sub module to approve the originated purchase orders.

To access this sub module click on: Procurement and Assets Management -> Navigate -> Operations -> Procurement -> Purchase orders -> Approval

NOTE : A purchase order approval chain must have been defined, for the approval work flow to be achieved :

Purchase Orders Approval Fig 1

The following window opens up :

Purchase Orders Approval Fig 2

Notice that the required approvals are 4 - 0 of 4 : approval stage in work flow, and there are 3 roles. this implies that one of the roles has more than 1 approvers.

Approving A Purchase Order :

The purchase order's status must be Pending; failure to which you'll get the following message :

Identify the purchase order to be approved;

Purchase Orders Approval Fig 3

Click on the verification icon

against the purchase order to open the following window :

Purchase Orders Approval Fig 4

Cross check all the details in the purchase order to ensure they're correct.

Remarks - Type in the appropriate approval remarks in the remarks field.

Select Approved option from the drop down menu.

Click on the Approve button to effect the approval.

On successful completion you will get a pop up message confirming that the operation was successful.

Refresh and confirm that the entries have been updated for the local (approval stage in role) & global (approval stage in work flow) stages :

1st Role :

Purchase Orders Approval Fig 5

Approve the purchase order through the remaining roles and confirm that the records are updated as below :

2nd Role :

Purchase Orders Approval Fig 6

3rd Role, 1st User :

Purchase Orders Approval Fig 7

3rd Role, 2nd User :

Purchase Orders Approval Fig 8

Once the approval is done through all the stages, the record status of the entry is updated as approved; and a Goods Received Note can be raised from it.

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