Purchase order Approval

Purchase order Approval

Intro on Purchase order approval

A Purchase order approval process is a system for managing the purchase order and to notify the Reporting manager of the user raised purchase order. The Process requires any purchase your business makes to be preceded by a purchase order which needs to be approved by the management before the purchase can be made. Management can ensure that purchase order go through an approval process gives companies a chance to check their budgets before approving spending.

Purpose:

1.Having the Purchase order approval helps to notify the purchase to the management.
2.It can be avoided the irregular spending and wastage of the non required items.

To Enable the Configuration for the Approval

Go to Settings ->Configuration->Sales Configuration ->"PO Approval Required" as yes ->update.

Note :If this mentioned configuration is Enabled, Then if any PO raised it will come for the approval.




Go to Settings ->Configuration->Sales Configuration ->"PO Approval starts from the value" as Mention the Amount ->update

Note : This configuration works, If  given value exceeds for the PO , It will go for the approval.

Value


If this configuration "PO Approval for user" Enabled against the user ,Then If respective user raised the PO ,It will come under Approval

Menu Access: Go to Settings->User and Permission->User->edit the user->"PO Approval for user" enable and update.


Step 1: Once the PO created ,Pop up will be shown as Status "Pending"

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Menu Access: Go to Inventory->Purchase->Purchase order Approval

Steps 2: Go to Purchase order Approval->Select the "Location" and Transaction Date , Status.




Step 3: Click on "Approve " to view the details of Purchase Order.

approve

Step 4: The PO can be detailed Viewed with all details against the Purchase Order.

detail

Step 5 :  After Checking the PO , It can be Approved or Rejected or Cancelled.

or

Step 6 : Once the PO Approved, pop up will be showed "Approved"

approved

The Purchase order approval  can be viewed as below

Go to Inventory->Purchase Order approval or  Purchase Order

Choose the location and click on View

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Refer the Reports: Go to Reports->Purchase->Purchase Order Approval Summary


Reports

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