This guide explains how to review and approve purchase orders as part of your organization's approval workflow.
Accessing POs pending your approval
1. As a Procurement Approver navigate to your inbox
2. Click on a PO that is pending approval.
3. Review the PO and click "Approve"
4. If desired, add approval comments and/or any attachments and click "Approve"
5. Close out of the approval by clicking "OK"
Asking questions before approving
If you need clarification before approving:
Click "Ask a Question" instead of "Approve"
Select the person you want to ask (typically the PO creator)
Type your question in the text field
Click "Send"
You will be notified when they respond, and the thread will be visible in the PO's activity feed
Rejecting a purchase order
If the PO cannot be approved:
Click "Reject" at the top of the page
Provide a clear reason for rejection in the comments field
Click "Reject" to confirm
The PO creator will be notified and can make corrections or create a new PO
Tips for effective approval management
Review POs promptly to prevent procurement delays
Use the "Ask a Question" feature for clarifications rather than rejecting
Check budget impacts before approving high-value purchases
Verify that vendor information is accurate and up-to-date
Confirm that line items follow your organization's purchasing policies
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