Approval Routing=T> Purchase Order not entered in the Employee Center is saved with a Pending Receipt status instead of Pending Supervisor Approval (if beyond Purchase Limit)/Approved by Supervisor/Pending Receipt (within Purchase Limit)

If you log in to the Employee Center > Enter Purchase Request > Employee field is automatically set to the user currently logged in and the field cannot be edited.

 

If you log using another role aside from Employee Center > Enter Purchase Order > Employee field does not default to the current logged in user. The ability to have the Employee field on the Purchase Order default to the current user is still an enhancement. See Enhancement 97543: Setup > Company > Purchase Transactions > Purchase Requests = T > Employee Field Does Not Default to Logged in Employee on Purchase Order Form.

 

If you do not select an employee on the Employee field, the Purchase order will be saved with a status of Pending Receipt. It will no longer go through the approval routing process. To enforce approval routing in this scenario, follow these steps:

 

1. Navigate to Setup > Customization > Transaction Forms > click Customize next to the Purchase Order form.
2. Click Screen Fields > Main > Employee > check the Mandatory box.
3. Make this Custom Form your Preferred form by checking the Form is Preferrred checkbox at the top of the page.
4. To apply the form to a specific role/roles, click on the Roles tab > check the Preferred box next to the appropriate role/roles.
5. For an additional layer of control, you may also unshow the Supervisor Approval checkbox under Screen Fields > Main tab. If the employee selected on the Purchase order has a purchase limit, this will ensure the Purchase approval routing settings are properly observed.