How to submit a purchase order for approval

What this does

Submitting a purchase order moves it from draft status to awaiting approval. The assigned approver (or your entity's default approver) will be notified that a PO needs their attention.

When to use it

Submit a PO once you have checked the supplier, line items, and expected date are correct and you are ready for it to be reviewed.

Step by step

1. Go to Purchases in the top navigation and select Purchase Orders.
2. Find the draft PO you want to submit.
3. Open the PO by clicking on it.
4. Review the details — supplier, line items, and expected date.
5. Click Submit for Approval.
6. The PO status will change to Submitted.
7. The assigned approver will receive the PO for review. If no specific approver has been set for the staff member, the entity default approver is used.
8. You can track the status of your submitted POs on the Purchase Orders list.