Cecil County Public Schools

 

Purchase Order Approval

 

 

Purchase Order Approval Initiation

 

Type either “L” to look at a Purchase Order or “A” to approve a Purchase Order.  To obtain a list of Purchase Orders awaiting approval use the “Index” command in conjunction with the index options in the middle of the screen.  Use #5 to see all Purchase Orders awaiting approval by specific user (Your user ID should already be filled in-simply type #5 and press enter).

 

Purchase Order Review

 

Review the Purchase Order header information and review the message at the bottom of the screen.  To see the approval lists use F7.  The system will display all approvers for this Purchase Order.  The Auth. Column indicates the authority of the approver (either A = approver or P = Preapprover) and the status column indicates the status (A = Approved, U = Unapproved, ¢¢ = Blank, R = Rejected, and O = Override approval.

 

Purchase Order Approval

 

Purchase Order approval is done from the line screen.  Use F21 to approve all lines, or move the cursor to the individual lines and type “C”.  Indicate your approval in the Action field.

 

A = Approve

This line is marked as approved.  When all lines have been approved the Purchase Order header is marked as approved and is available to be printed and mailed.

 

R = Reject

This line cannot be approved until the originator corrects it and the system rebuilds the approval queues.

 

U = Unapproved

This is a holding status and the line can remain unapproved until you choose to either approve or reject it.

 

Messages may be typed in the comments field.