How to Approve a Purchase Order
Once a Purchase order has been submitted for you to approve, you should receive an email with a summary of the order as well as a notification within AX. To approve the Purchase order, you will need to log into AX.
In the bottom-right corner of the AX window, you should see the notification icon. Click it to open the notifications.
This will open the Notification window.
Select the Purchase order that you want to approve and click the “Go to origin” button at the top.
This will open the Purchase order window.
At this point, you’ll need to look at the Purchase order to verify that it’s good to approve.
To approve the purchase order, click the “Actions” dropdown button in the Yellow Workflow bar (Near the top of the window, under the Ribbon), then click “Approve”
If you need to send the Purchase order back to the user for an error or some other issue, select “Reject” or “Request change” here. You could also assign this Purchase order to someone else by clicking “Delegate”.
Clicking “Approve” will open the Comment window. If you need or want to, enter an optional comment and click the “Approve” button.
You will now be returned to the Purchase order window. Note the “Last action taken…” note in the Yellow Workflow bar has been changed to reflect your approval.
Click the “Close” button to continue.
You will be returned to your Notification window. Click the “Refresh” button and note that the previous notification for the purchase order goes away.
Click the “Close” button to finish.