Request Approval

You can only request approval on an order where a relevant approval rule applies, as defined via the Approval Rule Builder.

How to request approval:

  1. 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.

  1. Once the Approvals drawer is open, you can provide any relevant approval notes and then click "Submit for Approval"

  1. When you click "Submit for Approval", all assigned approvers will receive an email notification for the approval request. This notification will include a preview of the purchase order document as an attached file.

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