Approve a PO

If an approval workflow is not set up for the project related to a Purchase Order (PO), then as an assigned approver, use the Approve functionality in the Workflow dropdown to approve a PO submission. After approval, the technical handler or the buyer can issue the PO and then forward the PO to the supplier.

1. Navigate to the s50018 Purchase Order screen.

2. To refresh the screen, select the F5 key.

3. In the Purchase Order Header grid, select a row.

4. On the s50018 menu, in the Purchase Order Options group, from the Workflow dropdown, select Approve.

   In the Purchase Order Header grid, in the General tab, the Approver and the Approval Date fields are updated.

5. (Optional) To undo the workflow update, on the s50018 menu, in the Purchase Order Options group, from the Workflow dropdown, select Undo Workflow Actions.

6. On the Home menu, in the Record group, select Save.

   The PO is approved.