Manual approvers can use the Purchase Order submodule to approve 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 approve 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 approve.
-
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 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.
-
Click the Approval tab.
-
On the grid toolbar, click
Approve
.
Alternatively, click the corresponding
Approve
field.
WorkBook changes the label and color of
to
Approved and green.
-
You can also approve purchase orders in
under
Tasks
.