Approval of PO

Document approvals have been implemented in sales and purchase documents, supported by SMTP mail notifications. Users can submit documents for approval that either requires a sales person/purchaser’s approval, goes over their approval limits, or both. Upon receiving the approval request, the approver can then view the document (along with any attached documents – see record links) and either approve, reject or delegate the approval to another predetermined party. The approver can also add a comment to the approval at that point. Both the requestor and approver can follow the status of the request in their approval request entries window or approvals entries window. If an approver is out of office, an administrator can use the predefined substitute provider, manually sending any waiting document approvals to this party.

SMTP mail notifications have been implemented to support this process. Notifications can be sent when a user requests approval, when an approval is rejected or delegated, and when a document approval is overdue. The template for the feature can include a hyperlink to the approval, which triggers NAV and opens the approvers view of the approval.