Approve Purchase Orders

Manual approvers can use the Purchase Order submodule to approve purchase orders of selected jobs.

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

To approve a purchase order:

1. On the main toolbar, click Jobs .
2. In the left pane, click Jobs List and highlight the job with the purchase order that you want to approve.
3. In the left pane, click Purchase Order.
4. On the grid toolbar, use the drop-down list to select the Purchase Order that you want to approve.
   Alternatively, click Open Purchase Order List and in the Purchase Order List dialog box, highlight the Purchase Order that you want to approve.
   Note: You can only approve a purchase order whose status is for approval and you have been added as a manual approver.
5. Click the Approval tab.
6. On the grid toolbar, click Approve .
   Alternatively, click the corresponding Approve field.
   WorkBook changes the label and color of to Approved and green.
7. You can also approve purchase orders in Approval > Purchase Order Approval under Tasks .