• Go to Purchase Module → Configuration → Settings, then enable the ‘Dynamic Purchase Approval’ checkbox.


• Set the approval rule based on the minimum amount of either ‘Total’ or ‘Before Tax Amount’.

Approval Configuration :

• Go to Purchase Module → Configuration → Approval Configuration.


• Create a company-specific purchase order approval rule by setting the minimum approval amount and defining the approval details.

• There are two types of approval processes: 1) User and 2) Group.
  
  Select ‘User’ as the approval type and specify the person responsible for approving the RFQ/PO.

• Select the approval process as ‘Group’, then choose the group name. The RFQ/PO will be approved by any user from the selected group.

Confirm Purchase Order :

• The user can click the ‘CONFIRM ORDER’ button on the RFQ to start the approval process.


• If approval is based on 'Total', the system will check the total amount. Otherwise, it will use the 'Before Tax Amount'.


• The approval levels will be fetched automatically based on the configured rules and the minimum amount set.

Email Notification of Submit for First Approval :

• An email notification will be sent to the first approver when the RFQ/PO is submitted for approval

Approve Purchase Order by First Approver :

• The first approver can open the RFQ/PO and click the ‘Approve’ button to approve the purchase order.

Email Notification for Second Approval :

• An email notification will be sent to the second approver when the RFQ/PO is submitted for approval.

Approve Purchase Order by Second Approver :

• The second approver can click the ‘Approve’ button to approve the purchase order.

• Once the purchase order is approved by the second approver, it gets confirmed automatically. You can view the details of all approvers under the ‘Approval Info’ tab.

Reject Purchase Order :

• The approver can click the ‘Reject’ button to reject the purchase order.

Purchase Reject Wizard :

• When the 'Reject' button is clicked, the approver must enter a rejection reason in the popup wizard.

Rejected Purchase Order:

• After the purchase order is rejected by the approver, it moves to the ‘Rejected’ stage and no further approvals are required.


• The user can view the rejection details under the 'Approval Info' tab.

Email Notification for Rejected Purchase Order :

Waiting Approval Menu :

• Go to Purchase Module → Orders → Waiting Approval to view all purchase orders assigned to the logged-in user for approval.

• The user can access and view their own POs that are in the ‘Waiting for Approval’ stage and take action to Approve or Reject from there.