Authorizing a Purchase Order

To authorize a purchase order the user must be authorized to authorize or reject a purchase orders but not have the authorization to order the purchase order and did not create the purchase order.

To open a purchase order:

1. From anywhere in IntelliDealer, navigate to Financial Management > Accounts Payable > Purchase Order.

   The Purchase Orders screen appears.

   Purchase Orders screen

   

2. Search for a purchase order by selecting a status relevant to your search. For example, use either On Order or Back Order for receiving a purchase order and use Waiting for Authorization when Authorizing a purchase order. Fill out any other fields in order to narrow down your search. Then click Go >>.

   The Purchase Orders screen refreshes listing the generated search results.

3. Move the cursor over the PO Number and select Edit from the pop-up menu.

   Selecting a Purchase Order for edit

   
   

   The Purchase Order General tab appears.

   
   

 

To authorize the purchase order:

1. Click Authorized.

   The Authorization Comments screen appears.

   
   

2. Enter any comments related to the authorization of the purchase order, then click Save.

   The purchase order is moved to the Authorized status.

   Purchase Order General tab

   
   

Security: 603 - PO System

Revision: 2024.01