Send a PO for review

Send a Purchase Order (PO) for review. After a PO is sent for review, the assigned reviewer is notified to conduct the review. After the review is complete, the reviewer can submit the PO for approval.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use PO Approver checkbox is selected.

2. For the PO, in the s50018 Purchase Order screen, in the Purchase Order Header grid, in the General tab, perform the following:

   1. Ensure the Review Required checkbox is selected.

      In the s10001 Projects screen, if the Review Required checkbox is selected for the project related to the PO, then in the s50018 Purchase Order screen, the Review Required field is a mandatory field.

   2. Ensure a value is defined in the Reviewer field.

   3. Ensure a value is defined in the Approver field.

To send a PO for review

3. Navigate to the s50018 Purchase Order screen.

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

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

6. On the s50018 menu, in the Purchase Order Options group, from the Workflow dropdown, select Send for Review.

   In the Purchase Order Header grid, in the General tab, the Sent for review date field is updated and the value in the Internal status field changes from Create/Change to Approval.

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

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

   The PO is sent for review.