Purchase order approval and permissions

Opening and working with purchase orders requires manage permission for the Procurement module. On submission, the team's approval policies decide whether approval is needed and who gives it.

Permissions

The purchase order pages and every action (create, edit, submit, mark ordered, receive, match bill, cancel, duplicate, send) require manage permission for the Procurement module. View-only access is not enough to open orders. Everyone sees only their current team's orders.

What happens on submission?

1. On a draft, click Submit for Approval.
2. If no approval policy matches the order, or the amount is within the auto-approve threshold, it becomes Approved straight away.
3. Otherwise it becomes Pending Approval, and the approvers named in the policy decide – in the approval banner on the order page or on Team → Approval Requests.
4. Once approved it becomes Approved; if rejected it goes back to Draft.

If the policy has Forbid self-approval (four-eyes) switched on, the submitter cannot approve their own order.