Notifying Supervisors of Purchase Requests
You can notify supervisors by email when there are purchase requests that need to be approved. Purchase requests must be approved before they are turned into purchase orders.
An administrator must first enable the Purchase Requests feature. To do this, go to Setup > Company > Enable Features. Check the Purchase Orders box and the Purchase Requests box, then click Save.
To notify supervisors of purchase requests:
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Go to Setup > Accounting > Preferences > Accounting Preferences.
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Go to the Time & Expenses subtab.
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Check the Automatically Notify Supervisor box.
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Click Save.
When employees submit purchase requests, their supervisors are automatically emailed a notification to review their requests.
If a supervisor rejects a purchase request, a rejection notice is sent by email to the employee that entered the request. The status of this purchase request changes from Unapproved to Rejected in the Purchase Order Register. Accounting cannot process a rejected purchase request.
If an employee who has no supervisor enters a purchase request, someone in the accounting department must turn this request into a purchase order. To do this, go to Transactions > Purchases > Receive Orders.