How do I control my Purchase approval settings?

Navigate to Purchase > Settings > Approval. Select the New approval setting button. Enter in a name so you can easily identify the approval setting in the subject line then select what the approval setting is related to (Purchase Request, Quotation, Purchase Order, Payment request), then select the approver, and the action the approver must complete (Approve virtually or Sign the request. If you require multiple approvals, select the “+” at the end of the approver line to add another approver. If you need to delete an approver line, select the “-” button beside the line. Then Save your approval settings. 


Did you find this article useful?