Once all the information required has been entered on the checkout page, you can send your order form for approval.
Scroll to the bottom of the checkout page and click the Next button.
Note: The Edit categories option is required for non-catalogue lines where the there is more than one category assigned against a supplier. The purpose is to ensure that each line has an UNSPSC code assigned to it. This button will take you to the category browser and allow you to select the relevant code.
A pop-up window then appears.
If you are simply raising the order after the event, then tick the Confirmation order box. Another option then appears - Transmit the order to supplier. Leave this box blank if you do not want the supplier to receive this order form as a new order.
Note: The confirmation order option will only be available if it's been requested by your organisation.
Next, use the drop-down menu to decide who will approve the order form.
Note: This list is based on dynamic approval processes workflow defined for your organisation.
Sometimes people will be away on vacation or training - and the system will tell you.
Note: Approvers can set up messages like this using their My Account options.
If you need to, select someone else who is available to approve the order form.
To send the order form for approval, click the Continue button.
Note: Very important: If you click Cancel at this stage, then the whole order form will be deleted.
The system then takes you back to the checkout page and shows the order has been Sent for approval.
Note: It's possible for buyers to stop the process at this stage by clicking the Withdraw From Approval button.
The system will send an email to the approver - telling them there is an order form waiting for them. See how they can approve an order form for more details.
Meanwhile, buyers can check the status of an order form sent for approval or make further changes to an order form while it's waiting for approval. It's even possible to make further changes after an order has been approved.
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