When a user submits a Purchase Order in T3 CostCapture outside their spending limit, the system will require approval from a higher-level role.
The manager will receive an email with the approval PO notice.
Select the View PO in CostCapture button from the email to directly open the PO for approval.
Or log in to CostCapture and filter by Needs Approval status to find the PO.
Select the ellipsis action icon (far right) for the PO and select View.
Select the Approve button if approved.
If you do not approve the PO, it can be deleted from Actions > Delete. Notify the PO submitter that that PO has been denied.
Once approved, the PO will change to an Open status and create a number in the system for receiving.