General approval settings

Approve purchase orders

This procedure is for example used to configure approval settings when using approval of purchase orders, which is determined by the system setting Approve purchase order.

When you have activated the Approve purchase order system setting, you must add the users who should be able to register and save new purchase orders. Please note that users registered as Active in the Users box are able to approve purchase orders. You can select that one or several users should be signers of purchase orders.

For each user you can enter an authorization limit for purchase orders and select a head signer who should have permission to authorize the user's purchase orders if they exceed this order amount. Under the Order limit exceptions – Purchase tab you can create exceptions for the approval of specific suppliers or supplier groups should you need to.

You can also create signer groups and authorization lists (authorization flows) in this procedure.

Under the Resend settings tab, you can determine which types of changes made on a purchase order will trigger the order to be sent for reapproval.

Stock count approval

If you use stock count approval you should also configure such settings here. This is done under the Stock count – Approval tab.