Purchase Orders > Purchase Order Approval

In WorkBook, an automated purchase order approval process can be configured to send notifications to selected users for their approval.

However, irrespective of whether you have an approval workflow in place or not, WorkBook requires that all purchase orders be approved (this can be the same person who has raised the PO) prior to confirming the order with the supplier. This is because there are a number of system settings that control when and how purchase orders can be raised and settled.

The steps below are applicable to both scenarios and will either serve to approve the purchase order or trigger the approval workflow.

APPROVE A PURCHASE ORDER

• When you have reviewed the purchase order, click the approve purchase order button

• This will insert a number on the PO, remove the “under preparation” watermark and update the status to “approved”

• Download the PDF and email the purchase order to supplier

Related articles

• Page:
  Purchase Orders > Review & Print a Purchase Order R13
• Page:
  Purchase Orders > Create a Purchase Order
• Page:
  Purchase Orders > System Controls
• Page:
  Creditors > Purchase Order Summary
• Page:
  Costs > Purchase Orders
• Page:
  Jobs > Purchase Orders Summary