How to Approve Pre-Purchase Order (PPO)

Category: 

Select Orders

Select Pre-POs List

Select the PPO that is “PENDING PRE-PO APPROVAL”

Review the PPO

Click Approve/Send Back/Reject

Approve – Approve the PPO

Send Back – Send back the PPO to the creator to amend

Reject – Reject the PPO – can no longer amend/use the PPO – user will need to raise a new PPR/PR

Approve

When PPO is approved by approver, there will be a notification to inform user that PPO has been successfully approved. User can click “I Understand” or “Cancel”.

Status will change to “PENDING CONVERSION TO PO”

Send Back

When approver clicked “Send Back”, there will be a box popped up to prompt the approver to input the reason why he/she sent back the PPO. The reason will appear in the PPO Internal Conversation.

Input reason for sending back

Click Send Back button

After approver clicked “Send Back”, there will be a notification to inform user that PPO has been successfully sent back. User can click “I Understand” or “Cancel”.

Status of the PPO will be “SENT BACK”

Reject

When approver clicked “Reject”, there will be a popup box to prompt the approver to input the reason why he/she rejected the PPO. The reason will appear in the PPO Internal Conversation.

Input reason for rejecting

Click Reject button

After approver clicked “Reject”, there will be a notification button to notify user that PPO has been successfully rejected. User can click “I Understand” or “Cancel”.

Status of the PPO will be “REJECTED”