Show me a how-to walk-through in the app
1. Navigate to Purchase Orders
First, navigate to the Purchase Orders option under the Accounts Payable tab in the left hand navigation menu.
2. Select the Awaiting My Approval Tab
Next, click the Awaiting My Approval tab to display only the purchase orders that require your review and action.
3. Start Purchase Order Review
Now, click the Review button or the purchase order number you would like to review for approval or rejection.
4. Approve, Edit or Reject the Purchase Order
Then, click Approve if the purchase order is correct, Edit to make changes to the information yourself or Reject to send it back to a previous approver to make any necessary changes.
5. If Purchase Order is Approved
Next, if you approve the purchase order the next purchase order pending your review, the screen will advance to the next transaction.
Tip: If you have the permissions to commit a PO and are the final approver, you can approve and commit with one step. Click Approve and Commit from the Actions drop-down to the left of the PO pending your approval or click on the PO number, then click Approve and Commit on the footer. The PO must not have any placeholder information.
6. Open Purchase Order for Editing
Now, if you only want to make changes or add information to the purchase order click Edit and make your changes.
7. Save Changes to Purchase Order
Then, when you are done making your changes click Save to apply any edits made to the purchase order.
8. Save and Approve Purchase Order
Next, if you want to save the changes made and approve the purchase order click Save and Approve to finalize the purchase order and complete the approval process.
9. If a Purchase Order is Rejected
Now, if you reject a purchase order a message box that must be filled to specify why the purchase order is being rejected will appear.
10. Select Previous Step to Reject to
Next, select which step and previous approver you would like to reject to.
11. Confirm Rejection
Finally, click Confirm to finalize the rejection and update the purchase order status accordingly in GreenSlate.
That's it. You have successfully approved, edited or rejected a purchase order in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.