Request purchase-order approval
Submit the order to its configured approval route. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.
Where to goAdmin Area → Purchase → Purchase Order → open order → Request Approval
Before you start
- Use an account with purchase_orders capability and purchase-order status capability where applicable and confirm the intended record or setting before making a change.
- Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
- Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.
What you’ll accomplish
Submit the order to its configured approval route. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.
Follow these steps
- Go to Admin Area → Purchase → Purchase Order → open order → Request Approval.
- Go to the source record and verify its recipient, status, totals and attachments.
- Select the Send, Email, Share or Request action described in the guide.
- Select recipients and attachment/signature options shown by the form.
- Submit once and verify the activity, delivery metadata, public link or approval request created by the module.
Fields and options to review
Order headerOrder name/number, vendor, linked request/quotation, department, project, type, buyer and optional linked clients/sales invoices.
Commercial dataCurrency/rate, items, tax, discount type/value, shipping fee, days owed and totals.
Delivery dataShipping address/country, Incoterm, vendor note, terms, delivery date/status, files and payments.
Approval setupName, related transaction type, approval type and approver rows/conditions.
DecisionCurrent approver, decision, reason, signature/upload and notification.
Rules the system enforces
- Purchase-order status changes require the dedicated purchase_order status capability.
- Delivery states include Undelivered, Pending delivered, Partially delivered and Completely delivered.
- Project can be mandatory when pur_order_project_required_condition is enabled.
- Record access does not automatically grant the dedicated change-status capability.
- The module supports configured approval routes for purchase requests, orders, returns and FAF flows.
How to confirm it worked
- The supported request purchase-order approval flow completes without bypassing permission or validation checks.
- The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
- Unexpected validation, provider or linked-record errors are investigated before retrying.
Security, privacy and operational checks
- Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
- Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
- Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
- Test settings and automated jobs with controlled records before production-wide use.
Continue with related guidance
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