Configure purchase order approval workflow - ION Manual

Purchase Order Approval Workflow

The purchase order approval workflow defines how many levels of approval a PO requires, who is responsible at each level, and the cost threshold that triggers each level.

How Approval Levels Work

Each approval level activates when a PO’s total cost meets or exceeds that level’s Cost Threshold. You can add as many levels as you need and reorder them by dragging.

Configure the Approval Workflow

  1. In ION, go to Settings > Supply Chain > Purchases.
  2. In the Approval Policy section, click Add Level.
  3. For each level, fill in the fields:
    • Role: the role you must have to approve at this level.
    • Team: the team responsible for approvals at this level. Can be left for you to select at review time.
    • Cost Threshold: the minimum PO total (in your org’s currency) that triggers this level.
  4. Drag levels into the order in which you want approvals to happen.

Configure Approval Reset Thresholds

If a PO is edited after approval, ION can automatically reset approvals and require the workflow to run again. Set this in the Approval Reset Cost Threshold section:

Field Description
By Percentage Reset approvals if the PO total changes by this percentage.
By Amount Reset approvals if the PO total changes by this amount in your org’s currency.
Condition Whether both thresholds must be met ( and) or either one is enough ( or) to trigger a reset.