Advanced Workflow Purchase Orders (20.11 and Later)

20.11 and later.

Advanced Workflow Approvals Page

The Advanced Workflow Approvals page lists all outstanding purchase orders that require action.

If your organization has set up advanced workflows for purchase orders, you can access the page in various ways, including:

Employee Access Center: Select Workflow Approvals.
PowerSchool ERP:
- Select the Purchase Orders card on the PowerSchool ERP dashboard.
- From the Purchasing menu, select Entry and Processing. From the Purchase Order Processing menu, select Approve/Deny Purchase Orders.

The page displays each process on a tab. Select the tab for purchase orders.

Clear all approvals in the legacy system before you switch to Advanced Workflows.

Purchase Order List

You are assigned to take action on the listed purchase orders. The list displays a summary of information for each purchase order.

Sort and Filter

You can select the header of most columns to sort the list. Select once to sort in ascending order, a second time to sort in descending order, and a third time to revert to the default sort order of the page.

Attachments

If attachments are available, an icon displays the number of attachments. Select the icon, then select the desired attachment to open it.

Process Purchase Orders on the List Page

Select Options on the purchase order line to process the purchase order, then select the action you want to take:

Approve
Deny
Needs Correction

Review the purchase order detail page before processing the purchase order.

Purchase Order Detail Page

Select the desired purchase order number from the purchase order list page to display the Purchase Order Details page. This page displays individual line items in a purchase order.

After you review the purchase order details, there are multiple ways that you can process the purchase order.

Process Full Purchase Orders on the Detail Page

To process the entire purchase order, select the ellipsis (...) icon in the page banner and select an option:

Approve
Deny
Needs Correction

Process Line Items on the Detail Page

Each line item has a Status. Select a line item to display detailed charging information, account budget, and balances.

To process a line item, from the Options column, select the ellipsis and select an option:

Action	Description
Approve	Completes your approval of the line item. If you are the final approver, the purchase order is posted. Otherwise, the purchase order is routed to the next approver.
Deny	Deny the purchase order.
Needs Correction	Route the purchase order back to the submitter for corrections.
Delegation	Assign the line item to another approver. Select a user, then select Delegate.
Approval History	Displays the purchase order history, including approvers, completion dates, status, and comments. Select OK to close the Approval History.