Adhoc Purchase Order Approver
Purpose: Use this document as a reference for adding an Approver adhoc in ctcLink.
Audience: Finance/Approvers.
You must have at least one of these local college managed security roles:
- ZD Accounts Payable Inquiry
- ZD Purchasing Inquiry
- ZZ Purchase Order Entry
- 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.
Adding an Approver Adhoc
Navigation: Purchasing > Purchase Orders > Add/Update POs
- Select Find an Existing Value tab.
- Enter Purchase Order in the PO ID field or use additional search criteria to narrow down results.
- Select the Search button to either populate the results or open up selected PO ID.
- The Maintain Purchase Order page displays. At the bottom of the page, select the View Approvals link.
- The View Approvals page displays. Next to the desired approval stage, select the plus icon [+] button.
- The Insert additional approver or reviewer window displays. Enter or lookup the User ID.
- Select the appropriate insert as the: 'Approver' or 'Reviewer' radio button.
- Select the Insert button.
- Review the newly added Approver. Select the Return to Purchase Order link to close out the View Approvals window.
- Process complete.
Video Tutorial
The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.
Video Tutorial Via Panopto
View the external link to Adhoc Purchase Order Approver. This link will open in a new tab/window.
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