Submitting purchase order for approval

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You can submit a purchase order for approval using any of the following options:

• Approval request from a purchase order.
• Approval request from the Purchase orders list.

Approval request from purchase order

To submit a purchase order for approval from the purchase order:

1. Go to Purchases.
2. Under Purchases, click Purchase orders.
3. Create or open a purchase order.
4. Set the purchase order Lifecycle status to In progress and click Post.
   If the purchase order meets the condition that requires submitting it for approval, the Approval required link appears next to the Lifecycle status field.
5. Click Approval required.
6. Optional: In the approval form, enter or select the following:
   • Details. Additional information about the approval request. For example, any details that can help the approver to make a decision.
   • Approve before. The approval request deadline. After this date, approval requests will be highlighted in red in the approver's My tasks. This will alert the approver to the overdue approval requests.
   • Importance. The approval request priority.
7. In the approval form, click Start and close.

The purchase order Approval status is set to Pending approval. To learn more, see Tracking approval status. Approvers receive a notification about your request. Before they approve the request, you cannot generate other documents from the purchase order.

Approval request from purchase orders list

To submit a purchase order for approval from the Purchase orders list:

1. Go to Purchases.
2. Under Purchases, click Purchase orders.
3. In the Purchase orders list, select a purchase order whose Lifecycle status is other than Completed.
4. Click Generate and select Purchase order approval.
5. Optional: In the approval form, enter or select the following:
   • Approve before. The approval request deadline. After this date, approval requests will be highlighted in red in the approver's My tasks. This will alert the approver to the overdue approval requests.
   • Importance. The approval request priority.
   • Details. Additional information about the approval request. For example, any details that can help the approver to make a decision.
6. Click Start and close.

The purchase order Approval status is set to Pending approval. To learn more, see Tracking approval status. Approvers receive a notification about your request. Before they approve the request, you cannot generate other documents from the purchase order.

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