Select approver on the Add/Edit PO form

  • Last Created On Nov 25, 2024
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This feature allows you to choose an approver for each purchase order without depending on the approval setting.

Notes: 

- If you do not select an approver in the PO form, then click "Send approval request", there are 2 possible cases:


+ If the approval process for the PO has been set in Approval setting, the purchase order will apply the pre-set approval process
+ If there is no approval process for the PO in the Approval setting, the system will display the warning "No matching process found" and the status of the Purchase order is still Draft.

- If you select multiple approvers in the PO form, and do not pre-set the approval process for the purchase order in Approval settings, the approvers will approve sequentially.

- If you have selected multiple approvers in the PO form and at the same time the approval setting is also activating the option "Only 1 person needs to approve the transaction" --> then only one person needs to approve, the status of the PO will be changed.

Conversely, if you do not activate the option "Only 1 person needs to approve the transaction" --> the approval process will be performed sequentially.

- You can change the approver in the Edit Purchase order form. This function is only effective before you click "Send approval request")



Here's how: 

- Step 1. Go to Settings menu -> Purchase Options --> enable "Can select approvers on purchase order form" 

- Step 2. Go to Purchase Order menu -> create purchase order and  select approver -> then Save

- Step 3. Go to purchase order detail -> select "Send approval request" button 

- Step 4. Approve this purchase order

Views: 151

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