Use the Purchase Order submodule to add new approvers to purchase orders of selected jobs.
To use the Purchase Order submodule, you must have access to
Jobs as defined in the User Access Rights submodule under
Settings.
To add a new approver to a purchase order:
-
On the main toolbar, click
Jobs
.
-
On the side toolbar, click
Jobs List and highlight the job with the purchase order that you want to add a new approver to.
-
On the side toolbar, click
Purchase Order.
-
On the grid toolbar, use the drop-down list to select the purchase order that you want to add a new approver to.
Alternatively, click
Open purchase order list
and in the Purchase Order List dialog box, highlight the purchase order that you want to add a new approver to.
Note: You can only add approvers to a purchase order that has not yet been approved, cancelled, or locked for changes.
-
Click the Approval tab.
-
Click
Add approver
.
-
In the Add Approver dialog box, use the drop-down list to select the resource that you want to add as an approver.
-
Click
OK.
-
If you know the initials of the resource that you want to add as an approver, use the
@ini field to enter the applicable initials and press
Enter.