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How to Approve a Purchase Order

Note: All pages below are subject to having relevant Roles and Permissions. Go to The Modules – Finance and Finance Home Page and Accounts Payable.

Select Purchase Orders.

Filter by Not Yet Authorised on the left-hand side to display all Purchase Orders not yet Authorised (Unapproved).

Select the Purchase Order required to be Approved and double click to open or use the View/Edit button.

The Purchase Order details are displayed, and the Status field shows Not Yet Authorised, click the Authorise button a message will follow saying the Purchase order is now Authorised.

Now the Purchase Order has been Authorised it can be sent to the Supplier.

Click on the Print/Dispatch button which will display the Purchase Order.

The approved Purchase Order can be printed and despatched to the Supplier or if the Supplier has an email address, the order is sent directly to the Supplier.

Example of an e-mail received by a Supplier.

Updated on October 22, 2021

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