A Project Owner can create, view and edit purchase orders, but require a user with Manager level permissions (or above) to approve and release, removing the functionality of sending without consent. This setting can be beneficial for new, or junior users who require approval prior to releasing.
Once the purchase order has been authorised by the higher level user, the project owner can download. If changes are made to the purchase order by a Project Owner level, the status reverts to a draft status, requiring authorisation again before being sent to the client.
To submit an item for authorisation, click on Submit for Approval, you will then be prompted with a pop-up box to select the team member to authorise and send.
Managers will see a notification on their Dashboard in recent activity, or receive a email notification, depending on their system preferences alerting them to review the documentation. They can click on the link to review the document, make changes, preview and send to the client.
