Specifying purchase order approvers

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To specify purchase order approvers, use either of the following options:

• Create a single list of approvers for all companies.
  Purchase orders of all companies will go to the same approvers.
• Create separate lists of approvers for different companies.
  Purchase orders will go to different approvers depending on the companies specified in the orders.
  This is applicable only if 1C:Drive is set up for multi-company management (the Manage multiple companies checkbox is selected in Settings > Company, under Multiple companies).

Creating single list of approvers for all companies

To create a single list of approvers for all companies:

1. Log in as a user with Administrator access rights.
2. Go to Settings > Purchases / Warehouse.
3. Under Purchase orders, select the Use purchase order approval checkbox.
4. Ensure the Use separate approvers for companies checkbox is cleared.
5. Click the Purchase order approvers link.
6. In the displayed window, do either of the following:
   • To add a single user, click Add and select a user from the list.
   • To add multiple users, click Select. In the Select users window, select users while holding down Ctrl or Shift, then click Select. Repeat this to add as many users as you need. When you are done, close the Select users window.
     Note. You can also add users one by one. To do this, double-click a user or select a user and click Select. Repeat this to add as many users as you need. When you are done, close the Select users window.
7. Click Save and close.

Creating separate lists of approvers for different companies

This is applicable if 1C:Drive is set up for multi-company management (the Manage multiple companies checkbox is selected in Settings > Company, under Multiple companies).

If you use 1C:Drive to manage multiple companies, you might want to specify different purchase order approvers for different companies. To specify the approvers for a company:

1. Log in as a user with Administrator access rights.
2. Go to Settings > Purchases / Warehouse.
3. Under Purchase orders, select the Use purchase order approval checkbox.
4. Select the Use separate approvers for companies checkbox.
5. Click Companies.
6. In the Companies catalog, double-click a company.
7. At the top of the company card, on the link bar, click Roles and task assignees or, if the screen is small, click More actions > Roles and task assignees.
8. In the Roles and task assignees list, double-click the Purchase order approvers line or select it and click Add assignees to role.
9. In the displayed window, do either of the following:
   • To add a single user, click Add and select a user from the list.
   • To add multiple users, click Select. In the Select users window, select users while holding down Ctrl or Shift, then click Select. Repeat this to add as many users as you need. When you are done, close the Select users window.
     Note. You can also add users one by one. To do this, double-click a user or select a user and click Select. Repeat this to add as many users as you need. When you are done, close the Select users window.
10. Click Save and close.

Repeat steps 6-10 for each company that needs purchase order approvers.

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