> For the complete documentation index, see [llms.txt](https://docs.xorosoft.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.xorosoft.com/xoroerp-1/admin/po-approval-rule/po-approval-rule.md).

# PO Approval Rule

### Overview

The PO Approval Rule module allows users to define approval workflows for Purchase Orders based on configurable criteria such as purchase amount, vendor type, vendor, **system user**, and approver. These rules ensure that Purchase Orders meeting specific conditions are routed to the appropriate users or user groups for approval before they can proceed further in the procurement process.

Users can also configure notification preferences so that approvers receive system notifications and/or email alerts whenever a Purchase Order requires approval.

{% hint style="info" %}
To access the PO Approval Rule module, go to **Menu → Admin → PO Approval Rule**.
{% endhint %}

### PO Approval Rule Fields

| Section               | Field             | Description                                                                                                                                                                                                                          |
| --------------------- | ----------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| PO Approval Rule      | Rule Name         | Enter a unique name for the approval rule to help identify its purpose.                                                                                                                                                              |
| PO Approval Rule      | From Amount       | Specifies the minimum Purchase Order amount for which this approval rule becomes applicable.                                                                                                                                         |
| PO Approval Rule      | To Amount         | Specifies the maximum Purchase Order amount covered by this approval rule.                                                                                                                                                           |
| PO Approval Rule      | Vendor Type       | Defines whether the approval rule applies to a specific Vendor, Vendor Group, or all vendors (Any).                                                                                                                                  |
| PO Approval Rule      | Vendor            | Select the Vendor or Vendor Group for which the approval rule should apply. This field is enabled based on the selected Vendor Type.                                                                                                 |
| PO Approval Rule      | System User       | Select one or more system users to limit the approval rule to Purchase Orders whose **Created Source** matches the selected users. If no system users are selected, the rule applies to Purchase Orders created by all system users. |
| Notification & E-mail | Send Notification | When enabled, the system sends an in-application notification to the configured approver whenever a Purchase Order matching the rule is submitted for approval.                                                                      |
| Notification & E-mail | Send E-mail       | When enabled, the system sends an email notification to the configured approver whenever a Purchase Order matching the rule is submitted for approval.                                                                               |
| Approvers             | User Type         | Specifies whether the approver is an individual User or a User Group.                                                                                                                                                                |
| Approvers             | User              | Select the User or User Group responsible for approving Purchase Orders that satisfy this approval rule. The available values depend on the selected User Type.                                                                      |

### Header Level Option

The following option is available under the Options menu in the top-right corner of the PO Approval Rule module.

* **Delete:** Removes the current PO Approval Rule from the system. Once deleted, the rule will no longer participate in the Purchase Order approval workflow.


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