CenterPoint Accounting - Approve Purchase Orders

Document #:	3245	Product:	CenterPoint® Accounting

The Approve Purchase Order screen is used in conjunction with the File > Preferences > Purchase Order .> Require Purchase Order Approval preference for businesses that require a stricter system for entering and approving purchase orders; for example, the employee that has a purchase request and enters into CenterPoint may not have the authorization to approve it. The screen sets the "Date Approved" and "Approved By" on purchase orders.

Step A: Set the Require Purchase Order Approval (One-time Setup)

Step B: Approve Purchase Orders

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Step A: Set the Require Purchase Order Approval (One-time Setup)

When this preference is set, it changes the entry process for purchase orders. On the Processes > Purchases > Purchase Orders and Purchase Order Maintenance screens, the Approved by box will not be active and you will not be able to print or email a purchase order without an approval date.

1. Select File > Preferences > Purchase Orders > Require Purchase Order Approval.
2. Click the Database tab.
3. In the Require Purchase Order Approval box, select Yes.
4. Click Save.

Step B: Approve Purchase Orders

All entered and saved purchase orders that require approval will display on this screen. Purchase orders that have been previously approved, edited, and saved will also redisplay on this screen for approval.

1. Select Processes > Purchases > Approve Purchase Orders.
2. The Date Approved will display the current system date and can be changed. Purchase order dates must be the same or earlier dates than the "Date Approved".
3. Select the Approved By name. The list of names that display in this Lookup will be names marked as Employees. If you create a new Approved By name through the Lookup screen, it must be marked as an Employee.
4. To filter the list of purchase orders that need to be approved, click the Filter button, select a filter selection, and then click OK.
5. To review a purchase order, double-click on the detail line in the grid or select the line and click the Edit button.
6. To approve one or more purchase orders, click the Select check box. To approve all purchase orders, click the Select All button.
7. Click Approve.

8. Click Close.

See Also