Approval chain for orders

Purchase orders in XUNO's Purchase Order System must be created, approved, and then finalised before they can be sent to creditors. This article explains which users can perform each of these steps.

1. Approving orders

A purchase order is created by an author, and then after this it must be approved.

Users who can approve orders are:

• Budget Leaders (if the order is raised for a budget they lead)
• Signatories
• Admin users

2. Final approving orders

Once the order is approved, it then must be final approved.

Users who can final approve orders are:

• Signatories
• Admin users

3. Completing orders

When the order has been finalised, it can then be completed, once all items have been delivered.

Users who can complete orders are:

• The author of the order
• Budget Leaders (if the order is raised for a budget they lead)
• Signatories
• Admin users