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Workflow Approval Overview

What do I need to keep in mind? Use ‘Re-Submit for Approval’ to re-submit the invoice for approval Click Refresh Grid or login again to check if PO has been approved

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Workflow Approval Overview

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  1. What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved • Default approver will be set per limit or cost centre / dept / analysis code but can be changed to different approver with a higher level of authorization on input Workflow Approval Overview

  2. What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved • Default approver will be set per limit or cost centre / dept / analysis code but can be changed to different approver with a higher level of authorization on input Workflow Approval Overview - Suppliers

  3. Workflow Approval Overview - Suppliers • What do I need to keep in mind? • Each cost centre / dept / analysis code needs approvers if budget method • You can overwrite the approver to an approver of a higher value if the default approver is sick or on leave or unavailable

  4. What do I need to keep in mind? • Use the Actions > ‘Re-Submit for Approval’ to re-submit the invoice for approval • Click Refresh Grid or login again to check if PO has been approved Workflow Approval – The Purchase Order Listing screen

  5. How to create a Purchase Order with Workflow Approval • What do I need to keep in mind? • Use ‘Re-Submit for Approval’ to re-submit the invoice to a different (higher value) approver

  6. Workflow Approval – The Purchase Order Listing screen • What do I need to keep in mind? • Only Approved PO’s will be available for Delivery • You can deliver & Invoice in multiple quantities if required • The remaining quantities will stay on the PO awaiting delivery

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