From your portal you can create an purchase order and send this to your approver. Once approved your purchase order will be sitting in your portal as 'Approved' and will be valid for matching to the incoming invoice from the Supplier.
From your portal, click on Purchase Order and create a new Purchase Order.
Create new PO request
A new purchase order request is launched for you. You can update the description field to name the PO. Your default approver will be assigned, but this can be changed.
TIP: If you re-assign the default Approver to a different approver they will be advised by email.
Assign the supplier
Assign a supplier to the PO. You can search for your supplier by typing in the first three letters and choose from the display.
Request a new supplier
Complete the request
New supplier pending
New supplier created
Submit for approval
When you have completed the PO you can submit for approval.
TIP: In the Approver drop down list you will only see those Approvers that can approve a limit above the value of the PO.
Once submitted the PO status changes to 'Pending Approval" and the nominated authoriser will be contacted via email to approve.
If the PO is approved or rejected you will be advised and the PO status will be updated to either 'Approved' or 'Rejected'.
If the PO is 'Approved' there is no further action required of you until the supplier invoice is received and matched to the PO.
TIP: You can always see the status of your PO from your portal dashboard.
PO is rejected
If your PO is rejected you will advised by email. The 'Rejected' PO will appear in your home page. You will be able to see the Authorisor notes and take the appropriate action.