Approve an Order (including by email)

You can only approve an order if you are assigned as an approver, as defined via the Approval Rules Engine.

When a user clicks "Request Approval" an email notification will be sent to all approvers (as defined in the approvals rule engine.
A preview of the purchase order document will be included as an attachment on that email, along with any approval notes provided by the requester.
To approve, simply reply to the "Approval Requested" email notification with #approve
If the approval is successful, you will receive an automated follow-up email that says "Successfully Approved"

When viewing an order, look for the "Approvals" button at the top-right corner of the screen. Alternatively, click the "Approvals" tile (with the blue check mark) to open the approvals drawer.

Once the Approvals drawer is open, you can review the approval notes, who requested the approval, and when the request for approval was submitted. To approve an order, click "Approve".

Last updated 10 months ago