Add New Purchase Order Approver Roles

Use Purchase Order Approval in the Company Approvals submodule in the Settings module to add new Purchase Order (PO) approver roles.

To use Purchase Order Approval you must have access to Settings as defined in User Access Rights under Settings.

To add a new PO approver role:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company to which you want to add a new PO approver role.
3. In the left pane of the Settings page, click Company Approvals > Purchase Order Approval.
4. On the grid toolbar, click Add Role .
5. In the Add Role dialog box, use the drop-down list to select the role that you want to add as a PO approver and click OK.
6. To edit the Priority, Trigger Amount, Employee, and Dimension Role fields, double-click on the corresponding field.
   Note: You cannot edit the Trigger Amount, Employee, and Dimension Role fields for all PO approver roles.