Approve a Purchase Order (Version 12.0 and Later)

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If you are a designated reviewer, you may approve the document once the review cycle has been initiated. The project owner, the document owner, and the Contract Management administrator may act on behalf of any reviewer and approve documents. If the document was set up to be Approved in Sequence, you must be designated as the BIC on the Status tab of the document before you can approve it. If the document was set up to be All Approve or Any Approve, the order in which the document is approved does not matter.

The following prerequisites must be met before you can use the approval process for a purchase order document:

• All prerequisites listed in Workflow-Based Approval Process Overview must be met.
• When the purchase order document is created, it must be set up to use the approval process (see Set Up the Approval Process for more information).

  Caution: If any of the preceding prerequisites are not met, the contact that is linked to that user account will not be listed in the selection pop-up list that displays from which reviewers can be selected.

To approve a purchase order:

1. Expand the Contract Information folder and click Purchase Orders.
2. Open in Edit mode the purchase order you want to approve.
3. Click the Review Status tab and click Approve and Save.