Purchase Order

A purchase order is a standard Microsoft Dynamics 365 Business Central card where fields for Approvals have been added. You can then select an approval group and send it for approval.

Information

Name	Description
Status	The status of the invoice is "Open" until it is sent for approval. Then the status becomes "Pending Approval". When the invoice has been approved, the status changes to "Released".
Sent Approvals	The system automatically fills in the user ID of the person who sends the invoice for approval as soon as the action "Send Approval Request" has been selected.
Approval Group	Select the approval group that the invoice should be sent to.
Approval Rejected	The system automatically fills in "Yes" in this field if an approver rejects the approval request.
Approval Rejected By	The system automatically fills in the user name of the person who rejected the approval request.
Approval Comment	The system displays the comment that the approver left when rejecting the approval request.
Incoming Document Files	This window shows the attached image that was used to create the purchase invoice.

FactBox

The FactBox shows comments for the purchase order.

Name	Description
User ID	Shows the user ID
Comment	Shows the comment from the user

Actions

Action	Description
Images	You can open an image that is linked to the purchase order.
Send Approval Request	By choosing this action, an approval request is sent to the approver. See more details here.
Cancel Approval Request	By choosing this action, the approval request to the approver is canceled. See more details here.
Approvals	Approvals show who has received an invoice for approval and the status of the invoice in Approvals. See more details here.
Last Approvals	Last Approvals show the entire approval process of the invoice, how the invoice moves between parties for approval, and who still needs to approve. See more details here.