How to submit a Purchase Order for Approval - NextGen

Modified on Fri, 8 Mar at 10:07 AM

This article relates to the Quadient AP NextGen UI, which is being released to our customers on a rolling basis. To learn more about the NextGen UI, please reach out to your Customer Success Manager.

Once a purchase order is fully coded, it is ready to be submitted for approval. You must be the owner of the purchase order to submit it for approval. Check out this article if you need to assign yourself as the purchase order owner.

Submit a purchase order for approval

Click into the purchase order details view. In the top right corner, click Submit For Approval, and verify this action by clicking submit in the pop-up window. If the purchase order submits for approval successfully, it will move to Pending Approval status. Click on the thumb icon on the right side to see who needs to approve the purchase order. 

Batch submit purchase orders for approval

Purchase orders can also be submitted for approval in batches.  Select the purchase orders that you want to submit for approval, and click the Submit for Approval. 

If a purchase order in the batch is unable to be submitted for approval, you will receive an error message. The failed purchase orders stay in the In Progress tab, while the successful purchase orders move to Pending Approval status. 

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