PO Approval Process

 

Once the Purchase Order is created, the PO should be submitted for Approval to the concern authority. The approval process is initiated by sending a request for approval to the concerned authority and depending on their decision the PO is approved or rejected.

 

Submit PO for Approval

  1. Click the Purchase tab in the header pane to open the PO List View page.

  2. Select the Open POs to be submitted for approval using the Filter drop down. Click the PO name link.

  3. From the PO details page, click Actions tab -> Submit for Approval option. The Submit for Approval dialog pops up.

  4. Enable Send Mail Notification check box, if you wish to send a mail to the approver regarding the PO Approval.

  5. The To field is pre populated with the email address of the approvers. If required, you can modify the subject content manually.

  6. Type in the message text for mail notification in the Description field.

  7. Click Send. The mail notification is sent to the user addressed in the To field of the notification.

 

Approve / Reject PO

Once the PO is submitted for approval, a mail is sent to the user addressed in the To field. The email contains the link to the PO requiring approval. Clicking the link displays the PO awaiting approval. The user can also approve/reject the PO directly from the application.

 

 

Approve/Reject PO from the application

 

If you have the permission to approve/reject a Purchase Order,

  1. Login to the ServiceDesk Plus application with your login credentials.

  2. Click the Purchase tab in the header pane.

  3. Select the POs Pending for Approval using the Filter drop down. Click the PO name link.

  4. From the PO details page, click Actions tab -> Approve/Reject option. You can send an email notification to the PO owner regarding your decision.

The approved Purchase Order is grouped under the status Approved POs while all the rejected Purchase Orders is grouped under Rejected POs status. The Rejected POs can be deleted completely from the system or can be edited and sent for approval again.


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