How do I submit a group of PO's for approval all at once?

Modified on Thu, 23 Feb 2023 at 12:39 PM

We want to make your workflow as efficient as possible. In Beanworks, there are 'Group Actions' that allow you to make changes to multiple purchase orders at one time, similar to the group action in the invoice module.
One of these group actions allows you to submit a group of Purchase Orders for approval at one time.

To group submit PO's for approval:

  • In the grid view select the PO's you would like to submit for approval by clicking one each Purchase Order line while holding your control key (or by using the check boxes on each row to select them). All selected invoice rows will appear highlighted in blue.

  • Then choose 'Actions' and 'Submit For Approval'.

  • Your Purchase Orders will then be submitted for approval and will move from PR to PA status.

  • If there are any issues with any PO's selected for submission, and they are not able to submit for approval (ex. they are missing required fields), you will be alerted with a pop up message and those PO's will not submit for approval, but all other PO's without issues will still submit for approval.

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