Approving PO or CPO

To approve PO/CPO:

1. Select Procurement > User > Approval List. The APPROVAL LIST page is displayed.
2. On the ACTIONS panel, click Filters. The FILTERS pop-up page is displayed.
3. On the FILTERS pop-up page, fill in the details. Select Contract Purchase Order or Purchase Order from the Approval For drop-down list and Pending For Approval from the Request Type drop-down list. For more information, see ACTIONS.
4. Click SUBMIT. The LIST section displays the list of PO/CPOs that are pending for approval.
   
   
   Figure: APPROVAL LIST page
   
   
5. Click on the PO/CPO Code that you want to approve. The selected PO/CPO details are displayed.
   
   
   Figure: CONTRACT PURCHASE ORDER page
   
   
6. Click APPROVE PURCHASE ORDER or APPROVE PURCHASE ORDER. The APPROVE CONTRACT PURCHASE ORDER or APPROVE PURCHASE ORDER pop-up page is displayed.
7. On the APPROVE CONTRACT PURCHASE ORDER or APPROVE PURCHASE ORDER pop-up page, select Approved to approve and Rejected to reject the PO/CPO. For more information, see ACTIONS.
8. Provide your remarks.
9. Click SUBMIT.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the APPROVAL LIST page for PO/CPO.

Filters

Click Filters to specify the filter criteria and click SUBMIT to view the list of PO/CPOs.

• S-Instance
  Select the S-Instance from the drop-down list.

• Approval For
  Select the request that you want to approve or reject from the drop-down list.

• Request For
  Select the Status of the request from the drop-down list.

• Date
  Select the From Date and To Date from the calendar.

Figure: FILTERS pop-up page 

EXPORT TO EXCEL

Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.

EXPORT ALL

Click EXPORT ALL to export all the records to a Microsoft Excel sheet.

PRINT

Click PRINT to print the page.

SHOW LIST

Click SHOW LIST to view the list of PO/CPOs.

EXPORT TO WORD

Click EXPORT TO WORD to export all the records to a Microsoft Word sheet.

APPROVE PURCHASE ORDER or APPROVE CONTRACT PURCHASE ORDER

Click APPROVE PURCHASE ORDER or APPROVE CONTRACT PURCHASE ORDER to approve/reject any PO/CPO.

• Approval Status
  Select Approved to approve and Rejected to reject the PO/CPO.

• Remarks
  Provide your remarks on the Approval Status selected.

Figure: APPROVE CONTRACT PURCHASE ORDER page

CHANGE HISTORY

Click CHANGE HISTORY to view the changes that occurred on the APPROVAL LIST page for PO/CPO. It details the name of the user (who made the changes), the date and time when the change was made, and also the previous and new values.


Figure: CHANGE HISTORY page