After you perform the action to "Send for Approval" the PO will land in the POs Approval Tab. Check out this video or read on below to guide you through the Approvals Tab.
See here for disambiguation: not to be confused with the POs Approved Tab or Bills Approvals Tab.
This is where users with PO Permission: Approve will be able to see all their POs (or the POs assigned to their department if you have this setting turned on) that are ready for review to Approve before being ordered.
Here you can do a number of things including:
Reviewing/Edit the PO details and "Reset" or "Save" any changes
Leave notes and view activity history under "Activity > Notes / Activity"
Attach any supporting documents via the Paperclip function
You can choose to tick the checkbox to Email supplier when ordered. If you wish to do so, click now as this setting will be locked in from the next stage.
Send it back to Draft if for any reason you aren't ready to push it forward and need to send it backwards in the process
Trash the PO
Click on Approve which will transition the PO to the next tab - Approved
Select the side arrow and expand/collapse to present/hide your PO image as required
Copy PO and enter the information into a new PO
Image of Purchase Order
When you have Panel 3 expanded, you will then have the standard Panel 3 options such as:
View full screen
Download the document
Pint the document
Zoom in/out
Rotate right/left
Don't forget you can customise the columns you are seeing in Panel 1 and the headers of the line item details in Panel 2 via the settings.
Once you're done reviewing POs for Approval, you can move on to the next article to walk you through the Approved Tab.