Purchase Order over the approval threshold
Over a threshold
Situation
A PO exceeds the company threshold.
Recommendation
Let the Procurement threshold rule route the PO to the approval Inbox and approve step by step.
Why
Rules and thresholds on Procurement route large POs to the right authority; the PO proceeds only after all steps are approved.
Steps
- Create the PO as usual.
- Submit for approval — the threshold rule applies.
- Approvers act step by step in the Inbox.
- Only an approved PO is sent to the vendor.
Avoid
- Split the PO into small POs to avoid the threshold.
Roles & permissions
Buyer creates the PO; approvers per rule.