(06.24.01-00) Release/Submit for Approval
Content was last updated in 06.23.05-00
To release a PO click the 'Release' icon.
R2 will perform an internal validation of all required fields in the PO.
If all the mandatory fields are filled-in and meet the validation criteria, R2 shows the following prompt.
When there are PO policies defined for the organization releasing of PO will automatically initiate the PO approval process.
If any PO policy is found to be applicable to this PO, the Approvals tab in the PO window displays all the information about the count and levels of approvals required on the specific PO.
If you had the PO screen already customized even before upgrade, you will not be able to view the 'Approvals' tab in the PO screen.
To be able to see the 'Approvals' tab, you will need to reset the customizations on the screen by selecting ‘Reset from Original’ in screen design mode.
The fields in the 'Approval Tab' are described below.
Field Name | Description |
Level | The level of approval required |
Amount > | Lower limit of amount for the level |
Transaction Amount | Amount in 'Transaction Currency' |
Approver Type | Type of Approver - Order PM, Labor PM, Employee, Manager |
Approver(s) | Names of Approver(s). |
Department | Department to which the Aprover belongs |
Status | Approval Status - Pending, Approved, Rejected, Aut Approved, Aut Rejected. |
Remarks | Comments given for Approval or Rejection |
Mandatory | Is the current level of Approval mandatory or not (Yes or No). |
Updated Date | Date on which last approval change was logged. |
Updated By | Name of the person who updated this change. |
To know more about PO Policies, read here.
If there are 'No appropriate policies to be applied on a PO', it goes straight to being fully approved.
The PO status is changed to 'Open' and can be sent to intended vendor.