How to navigate workflow on a Purchase Order

How to navigate workflow on a Purchase Order


How to accept a Purchase Order

  1. Option 1: Access the PO status through the Sale page

  1. Click "Purchase Orders"

  1. Click the PO number

  1. Click Workflow banner

  1. To review the Workflow status for a PO, select from the dropdown and click "Purchase Order"

  1. Click the appropriate selection to updat the PO

  1. Option 2: Access the PO status through the PO page

  1. Click on the PO number to open the PO record

  1. Click the status dropdown

  1. Select and click the status


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