Purchase Orders - Approving

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Distribution

Director of Procurement Services

Approver^*

PO Administrator

PO Buyer

PO Buyer Manager^*

PO Purchaser

Related Procedures

Purchase Orders - Changing [PRO5006U]

Purchase Orders - AutoCreating [PRO5005U]

Ownership

The Director of Procurement Services is responsible for ensuring this document is necessary, reflects actual practice, and supports University policy.

Integrated System Purchasing
N ® Purchasing ® Notifications Summary
Worklist (Opens in browser)

1. Navigate to Notifications Summary to see items in your Worklist that require your review.

2. Select the purchase order you wish to review from the list by clicking on the link in the Subject column.

3. You can review the purchase order by scrolling down to see additional information.

4. To open the purchase order, click on the Open Document icon. You may need to scroll down to see the icon.

5. You can review the actual purchase order and make changes as appropriate.

Save your changes. Close the document and return to the Worklist.

6. Select appropriate approval action.

Approval Actions including the following:

Approve (approves the purchase order and makes it available for payment)
Approve and Forward (approves the purchase order and forwards to another individual for review)
Forward (without approval, forwards the purchase order to another individual for review)
Reject (rejects the purchase order and sends back to the originator)

7. Close all windows.

Effective: 07/22/09