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PO Approval - Approve at PO number level, not line level.

The current view is awkward and unnecessary.   Instead of needing to approve\reject each line of a PO, the user should have a list of each PO number, Date, writer and total amount.  Then give the ability to approve the entire PO.  IF the user wants to approve individual lines they could expand (+) the PO number to see the lines and approve\reject individually.

  • Randy Lough
  • Mar 11 2019
  • Shipped
Company McCarl's Inc
Job Title / Role I.T. Director
I need it... 1 month
  • Attach files
  • Admin
    Kellie Medeiros commented
    07 Feb 19:42

    Hi Cheri!

    This functionality has to be enabled under portal setting "employee group for PO Header Approval"

    Double check that you're on 24.12 too.

    Screenshot attached for reference.

  • Cheri Lefebvre commented
    07 Feb 19:11

    This suggestion is listed as shipped. I don't see a difference, it is still at 50 line items and not by PO.

  • Admin
    Kellie Medeiros commented
    August 22, 2024 20:50

    Hi Janiel, there has been progress.

    Thanks for checking in again, I'll mark it shipped when it's released.

  • JANIEL MIRABAL commented
    August 19, 2024 14:46

    Good morning Kellie, has any progress been made on the development of this necessary feature?


  • Admin
    Kellie Medeiros commented
    June 20, 2024 18:16

    Hi Janiel, this item is still in development - changes like these take time.
    I'm not a customer support rep so reaching out through support cases won't lead you to me.

    Thanks!

  • JANIEL MIRABAL commented
    June 20, 2024 17:27

    Hello Again Kellie,

    has there been any progress with this? Have not seen any updates in the last month and a half. Tried contacting customer support but it seems like this is the best way to reach out to you. Please advise if there is anything I can do to help the process.

  • JANIEL MIRABAL commented
    April 02, 2024 20:55

    Hello Killie,

    this is absolutely great news! How long does it usually take to implement similar changes. I am available to help with the trial and error process if necessary to fulfill everyone's need.

  • Admin
    Kellie Medeiros commented
    April 01, 2024 20:42

    Hi Janiel - we are actively working on this item!

  • JANIEL MIRABAL commented
    March 25, 2024 13:12

    This must be implemented as soon as possible. This feature will highly impact our Purchasing Department. This will allow us to itemize Purchase Orders without drowning project managers with approvals. Also will help us build a report of material purchased per item. When can we expect Viewpoint to actively start working on this?

  • Melissa Christensen commented
    October 30, 2023 16:10

    Please implement this option, with many POs being very large, this can be very cumbersome.

  • Randy Lough commented
    March 24, 2023 19:02

    Just to keep this thread alive. This is still a MAJOR eyesore to our project managers. There should be consistency on all the approval items.

  • Natalie Matheus commented
    October 11, 2021 13:32

    This should be linked with Portal Suggestion 992. And escalated from Future consideration.

  • Allison Murrell commented
    October 11, 2019 12:39

    This would help with workflow notifications. Each time a user clicks the checkbox to the right of a line, it sends an email. So if the PO has ten line items, ten emails are sent. The only way to avoid is to scrupulously select all the line items for a given PO and use the approve button at the top of the screen.

  • Anthony Iu commented
    October 07, 2019 19:10

    Yes, making this similar to the Invoice approval would make sense and solve alot of problems.

  • Tiffany Wicker commented
    April 03, 2019 19:10

    Yes.  We have had all of our Project managers requesting this.  Please implement!!

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