How to check workflow for Purchase Orders

Is there a way for users to see who an item, such as an requistion approval, has been forwarded to in workflow?

• Munis

• Purchase Order Change Orders

• Purchase Orders

• Workflow Approvers

Instructional

go to Financials > Purchasing > Purchase Order Processing > Purchase Order Change Orders

1. Search Purchase Order

2. Scroll down to bottom of screen

3. Along the bottom you will see: Workflow, click on the Approvers button.

4. This will open Workflow Status

5. At the bottom, you will see Expand All, click on it.

6. Your steps, approvers, and actions will all be available for you to see. 

7. You can click on each approver for more information to populate on the right side of the screen under Details.

After an Purchase Order Change Order has been released in the POCO program, you can open the Purchase Order and click the Approvers button on the bottom of the screen. If an approval for the PO has been forwarded/completed/rejected, you will see that here. The status next to the original approver will say “Forwarded/Rejected/Completed”. When you click on their name, you will see a comment stating who the approval was forwarded to. You can similarly view who an approval has been forwarded to in other programs as well.