The supervisor approval can be done either by purchase request created by the employee with employee center role and also from the purchase order itself.
When an employee create a purchase order from the purchase order form itself, the standard approval process works as follows:
- In the purchase order form, select the employee’s name who is requesting for the purchase order. If the employee has a supervisor, then they have to approve the purchase order.
- When the record is saved, the status will be PENDING SUPERVISOR APPROVAL.
- If the supervisor approves, the status changes to APPROVED BY SUPERVISOR/PENDING RECEIPT.
- When the supervisor approves, a check box named supervisor approval will be checked.
In the standard approval process, the following features are needed:
- Enable the purchase requests and purchase order in setup-> company-> enable features.
- In the setup-> accounting-> accounting preferences, check the ‘Automatically notify supervisor’ box. It is to notify the supervisor about the approval for the purchase order via email.
- For the employees, in addition to supervisor, we can choose another person to approve the purchase order. So, in addition, the approver can also approve. It is set in the employee record.