About the PO Workflow Item Reviewers / PO Pending Reviewers form
This form only applies if you have the Workflow module and use the Process Workflow feature.
Note: The
Workflow button only displays if you have the Workflow
module.
The Workflow button is only enabled if the PO/PO items Process Workflow need to be processed using a workflow - for example the amount on a PO item is greater than your spending limit. If a workflow doesn't apply, Approval Not Required will display in the Workflow Status field at the bottom of the form, and the Workflow button is disabled.
This form changes depending on if the purchase order has been submitted for approval.
- Before being submitted for approval: PO Pending Reviewers - This form displays the workflow that applies to each PO item and the approvers/reviewers in those workflows. For example if the PO has two items and a different workflow applies to each, this form will display the workflow that applies to each PO item and the approvers/reviewers in those workflows.
- After being submitted for approval: PO Workflow Item Reviewers - Once the PO has been submitted for approval, this form will display the progress of the workflows that apply to the PO items. Use the PO Item field at the top of the form to select a PO item and the lower portion of the form will displays the progress of the workflow that applies to the PO item.
- Enter a comment for a reviewer - As an originator you can enter a comment for the reviewer. Click the Workflow button, double click on the Comment field, and then enter a comment for the reviewer. The reviewer will see this comment when they review/approve the PO.
