Approvals

Approvals relate to the Approvals regime for Purchase Orders. Where a person is a PO Approver as specified on the People table, they are automatically a valid approver as far as Approvals functionality.

When a Purchase Order is allocated to an Approver through the F3 function on the Purchase Order Header, the notification of the required approval is sent to the allocated Approver. This user will receive notification of the list on entry to Workbench, or if already logged in as often as the Time Notification has been set.

Approval Time Notification
Enter in minutes the frequency of notification. In this example the User will be notified every 60 minutes if there are unapproved PO's in their list.

Approval Required List
This function displays the list of Unapproved PO's on request

If there are no documents to approve you will be notified accordingly

Approval Required Management
This function allows a person to transfer their list of approvals to somebody else. If you are allocated this function on the menu you can also search for other documents awaiting approval and move these as appropriate. You cannot set an automatic transfer whereas all PO's are transferred to somebody else, it can only be used after the PO has 'arrived'.