Purchase Approval Rules Menu

Navigate to the Purchase Approval Rules menu under configuration to define and manage your approval workflows.

Create Purchase Approval Rule

Create a new approval rule by specifying a name, the company, the minimum/maximum order amounts, and selecting whether the rule is based on Untaxed or Total Amount.

Configure Approval Levels and Approvers

Add multi-level approval stages (user or group-based), configure sequential or parallel approvals, and toggle email notifications for each level.

Create Purchase Order

Create a standard purchase order under the Purchase menu. The matching approval rules will automatically apply based on the order value.

Submit Purchase Order for Approval

Confirm the purchase order. Since an approval rule is matched, the order transitions to the 'Waiting Approval' state and approval history entries are generated.

Approver Receives Email Notification

The current pending approver(s) receive an automated email notification requesting their action for the purchase order approval.

Approve or Reject Purchase Order

Authorized approvers can click the 'Approve' or 'Reject' buttons on the PO form, with the ability to add custom notes or comments.

View Approval History

View the complete transaction history, including approval status, timestamps, and feedback comments under the 'Approval History' tab.