Submitting a Purchase Order for Authorization

To Submit a Purchase Order for authorization, the user must be authorized to create a purchase order but not have authorization to authorize or reject 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 submit the purchase order for authorization:

1. Click Submit for Authorization.

   The Submit for Authorization button only appears if the user has the authority to create the PO and is not authorized to authorize or reject the purchase order.

   The purchase order status changes to Waiting for Authorization.

   
   

Security: 603 - PO System

Revision: 2024.01