How is the Approval Based Workflow in purchase orders implemented?
What do I need to do to restrict access to approving purchase orders?
Step-by-step guide
The process for approval based workflows is driven from the Abstract Permissions tab under Utilities > Set Permissions in the purchase order form. These permissions are set for each user group as required. The statuses used by the Approval Based Workflow are highlighted below.
When the Approval Based Workflow is selected in a purchase order, this is the process that is followed:
saving the purchase order and the status is set to
Set Status option available is restricted to Awaiting Order Approval
select that option and save. Status of the purchase order is changed to
select Set Status option and change to Sent and save. A Goods Received Note can now be created and activated
Note: the GRN cannot be invoiced until the status on the purchase order is changed to Awaiting Invoice Approval
change the status to Awaiting Invoice Approval and save
to approve the purchase order for invoicing, change the status to Invoicing
the purchase invoice can now be created and activated
There are standard filters in the search on the purchase order form to support this workflow function