Approve or reject orders
Within Onventis you have the possibility to define order approval workflows. You can define different criteria for the check and several approval steps.
Purchase orders that meet the criteria of a purchase order approval workflow are not sent to the supplier until they have been fully approved.
As soon as a user sends a purchase order that meets the criteria of a purchase order approval workflow, a notification is displayed:
“Approval request has been sent to <user: last name, name>!”. |
The approver will be notified of the receipt of an approval request via email.
If you are defined as an approver for purchase orders in a purchase order approval workflow, you have the following options for calling it up:
from the to-do list in your dashboard: To-do list → Release list → “X tasks with release request”.
from the release list
from the order list
from the incoming e-mail:
Approval via direct link
Call from the e-mail