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Purchase Orders Support
Advanced Purchase Order Support
Creating Approval Rules for Purchase Orders
Creating Approval Rules for Purchase Orders

Creating Approval Rules for Purchase Orders

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Written by Jamal Rahal
Updated over a week ago

NOTE: For Enterprise Plan only.

NOTE: Only Admins can set Rules/Conditions for Purchase Order approvals.

NOTE: Approval actions can include approving Purchase Orders automatically or assigning them to one person, multiple people, teams, or user roles.

NOTE: Custom fields can be used as Conditions. For example, if Purchase Orders are categorized by department, budget, or use case, custom field values can act as Conditions. However, only “single-select” custom fields can be used in Purchase Order approval workflow.

Web:

  1. Go to Settings

  2. Click Features

  3. Click Purchase Orders

  4. Click Set Preferences

  5. Click Approval Rules for Purchase Orders

  6. Under Condition and Action, enter If-Then information

  7. Click Save Rule

    Under Rules Created, New Rule will appear in Rules list

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