How to approve a Purchase Order
In order to approve Purchase Orders you will firstly have to be setup with an approval level.
The project admin of your DPO project can add you into the approval chain or adjust your approval level.
Once logged into the DPO project select on the 'Approval List' option at the top of the screen.
This approval list is your personal to do list, you will only see PO's in here if you are next in line to approve therefore you cannot miss any PO and accidentally wait for someone to get the approval.
Click on the PO you would like to view/approve. On the left hand side you will see the approval chain of your Purchase Order.
In the middle section you are able to see who ordered the PO, if you click on their name you are also able to send a direct email to them.
On the top right hand corner you are able to see all of the supplier information and below you are able to see all of the items of the Purchase Order request.
If you have the ability to enter account numbers you can enter this in the box below:
After you have reviewed all information you can add a comment and then decide whether you would like to approve the Purchase Order or decline it.
If there are previous comments you will be able to see this above the 'Write a comment' box.
Once you have approved the Purchase Order this will bring you back to your approval list to show any outstanding PO's you have left to approve.
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