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Wednesday 28 May 2014

Working with PO Approvals

The PO approval process with OfficeBooks is pretty straightforward.

As you invite new users to join your account, you can define the maximum value they can approve for purchase orders.  Setting this value low (say at 1) means that any PO they generate will require approval from a user with the appropriate authority.

Users with low approval limits can still generate POs.  But the button that normally says "Send PO" instead says "Request Approval".  Clicking that button dispatches the request for approval via email to all users within your company who have the approval authority.

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