PO Approval Rule Centre

Overview

The PO Approval Rule Centre provides a centralized view of all Purchase Order Approval Rules configured in the system. It allows users to review existing approval rules, manage approval criteria, monitor notification settings, and perform bulk operations such as deleting multiple approval rules. Users can also customize the grid layout, export approval rule data, and perform advanced searches to quickly locate specific records.

To access the PO Approval Rule Centre, go to Menu → Purchase → PO Approval Rule → PO Approval Rule Centre.

Header Level Option

The following option is available under the Options menu in the PO Approval Rule Centre.

• Batch Delete: Allows users to delete multiple selected PO Approval Rules simultaneously. Select one or more approval rules using the checkboxes and click Options → Batch Delete to remove the selected records from the system.

Header Level Icons

These icons provide quick access to commonly used actions, enabling users to efficiently manage PO Approval Rules.

• Refresh: Reloads the PO Approval Rule Centre and displays the latest approval rule records.

• Save: Saves the current grid layout, including selected columns and other UI preferences, for future use.

• Advanced Search: Allows users to perform detailed searches by defining specific filter criteria to quickly locate the required approval rules.

• Columns: Allows users to customize the grid by showing or hiding available columns according to their preferences.

• Download: Exports the PO Approval Rule data in supported formats such as CSV, TXT, MS Word, MS Excel, PDF, and MS Excel (.xlsx).

PO Approval Rule Centre Columns

The PO Approval Rule Centre displays the following columns:

Column	Description
Rule Name	Displays the name of the Purchase Order Approval Rule.
From Amount	Displays the minimum Purchase Order amount from which the approval rule becomes applicable.
To Amount	Displays the maximum Purchase Order amount up to which the approval rule remains applicable.
User Type	Displays whether the approver is an individual User or a User Group.
Vendor Type	Displays whether the approval rule applies to a specific Vendor, Vendor Group, or Any vendor.
Send Email?	Indicates whether email notifications are enabled for the approval rule.
Send Notification?	Indicates whether in-application notifications are enabled for the approval rule.
Create Datetime	Displays the date and time when the approval rule was created.
Created By	Displays the user who created the approval rule.
Modify Datetime	Displays the date and time when the approval rule was last modified.
Modify By	Displays the user who last modified the approval rule.