Purchase Order Request

1.  Select the Purchase Order Request bullet.

 

Graphical user interface, applicationDescription automatically generated

 

2.  Under the Administrative Group, select your Group or enter in your new Group name: i.e. Middle School.

3.  If you have not moved the User into the Requester section in AP, you will use the Add  to move them into Middle School Requesters now.

 

Graphical user interface, applicationDescription automatically generated

 

Note: If they should be restricted to only see their PO requests, when selecting their name make sure you have the “* Restricted” selected, then select Add. You will see the * after their name in the Requesters section.

 

Graphical user interfaceDescription automatically generated

 

6.  To assign or update the Approvers: Under Available for Staff for Approvers, select the Users and use the Add 

7.  A Supervisor Approver will override any other Approver. They may approve or deny any request available to them. To assign a Supervisor Approver to your selected “Elementary Approvers”, check the box next to the user’s name and select the ApplicationDescription automatically generated with low confidence

8.  If you wish to have an Approver set up with requests with a minimum amount, you will select the User, enter in the amount in the Minimum $ Graphical user interfaceDescription automatically generated with medium confidence then Add. i.e. Board Member (50,000.00)

9.  To set up Approval Levels, determine the order and assign the level to User.

 

TextDescription automatically generated