Purchase Approval Workflow

Once the installation has been completed, go to Purchase Configuration and add approvers.

Purchase orders can be sent for approval by clicking the button Send Purchase For Approval and moving into the waiting for Approval stage once sent.

To approve that PO, approvers will be notified by email.

User Shinefy has sent PO for approval so now PO is in waiting stage.

Here Admin user is added in approvers so he can see approve and Reject button.

After the Purchase order is approved by the approver, it will create a chatter activity with the name of the approver.

Standard functionality to confirm Purchase order.

Purchase order goes to Purchase Order stage.

Approver Can reject order it will open wizard to enter Reject reason.

Rejected order will move to rejected stage and from chatter we can see PO is rejected by which user and in other info we can see rejected reason.