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Approving / Releasing Purchase Orders

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  • Click the Release button image-20240621-161920.png to approve and release the Purchase order.

  • The logged in user will be able to release the PO only on the below conditions:

When Authorizer is set for the Purchase Order:

  • The Approved Status of the Purchase Order should be Pending.

  • The Authorizer of the PO should be same as the logged-in Employee.

  • According to the PO Policy set up, the logged-in Employee should have the authority to release the PO.

Note: Though the Authorizer and PO Policy conditions satisfy, a Purchase Order with Approved Status as blank cannot be released by the user.

When Authorizer is not set or when it is blank for the Purchase order:

  • In this condition, system does not verify the Approved Status or the Authorizer.

  • According to the PO Policy set up, the logged-in Employee should have the authority to release the PO.

On releasing the Purchase Order successfully, the Approved Status will be set as Approved.

On exiting a new PO or saving the PO, system displays a prompt message for releasing the PO. This prompt will be displayed only when the Authorizer is same as the logged in Employee or when the Authorizer is blank.

On modifying an Open PO and exiting, system will disable the Release Now option if the Authorizer of the PO is different from the logged-in employee or blank.

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