Process PO Approvals
Purpose: Use this document as a reference for how to approve, hold, or deny purchase orders in ctcLink.
Audience: Purchase Order Approvers/Purchasing Staff
You must have at least one of these local college managed security roles:
- ZZ Purchasing Approval
You must also set these User Preference Definitions:
If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.
Approve by PO ID
Navigation: Purchasing > Purchase Orders > Approve POs
- The Approve Purchase Orders search page displays.
- Enter search criteria to identify your PO. Leaving fields blank will pull all values.
- Select the Search button.
- The pending Purchase Orders section of the page populates below.
- From the search results, select the PO ID link of your PO.
- The Purchase Order page displays. Review as needed. Select the line(s) checkboxes to approve.
- Select the Approve or Deny link.
- The Approver Comments window displays. Optional to enter Approver Comments as needed.
- Select the Submit button.
Prior Approval action, you can review attachments, line items, and other details of the Purchase Order by selecting the side arrow icons.
- The Approver Comments window disappears.
- The Purchase Order page displays the results of your action.
- Process complete.
From the PO search results, use the Mark All: links selections to select all search results to Approve, Hold, or Deny.
Depending upon security role access, use the drop down arrows to view the PO details. Able to use the drop down arrow to select Approve, Deny, or Hold.
Video Tutorial
The video below demonstrates the process actions described in steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial via Panopto
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