Buyer Approval Workflow

Approvals for purchase orders are available. Based on the order quantity or order line amount, the system can require approval from a specified user role. The approval matrix, which controls what role types an order gets assigned to for approval based on the order amount, consists of user-defined rules that can be created from the UI or uploaded to the system. Additionally, the User/Product Group Association settings define what items a user is authorized to approve and in what quantity.

Blocking holds are used to facilitate the approval rejection process, so when an approval is rejected, a blocking hold is applied to the order. With this workflow enabled, a blocking hold is placed on all orders that match the rules in the Approval Matrix, and the orders are marked as Pending Approval.

The Authorizations tab is available on order detail pages and allows specified users to approve orders.

• Authorizing and Rejecting Orders from the Authorization Report

• Configuring the Approval Matrix

• Creating User Product Group Associations

• Authorizing and Rejecting Purchase Order Approvals

• Working with Blocking Holds