Bill-to-PO Matching: how to add a Purchase Order Requester as a Bill Approver

Organisation Administrators can decide whether they want to allow Bill Approvers to add Purchase Order Requesters as Bill Approvers during the Bill-to-PO Matching ( either automatically or manually), or if they don't want to allow adding Purchase Order Requesters to a Bill approval process. 

This can be done via a special setting in the Bill approval workflow.

Please note: Purchase Order Requesters will only be added automatically, or as a list, if the approval condition in the Bill workflow step is set to "All".

Important note: Purchase Order Requesters will not be added as Bill Approvers - irrespective of the settings - if the Bill-to-PO Matching is performed during the Review step.

This is how to manually add a Purchase Order Requester as a Bill Approver

1. As a Bill Approver, click on the MATCH WITH PO button:
   
   
   
2. Tick the checkbox next to the Purchase Order(s) you want to match a Bill with, set the allocated amount and click on SAVE:
   
   
   
3. The Requesters of the matched Purchase Orders can be suggested for getting added as Bill Approver(s)*. (*This depends on the setting in the Bill workflow.)
   The current Bill Approver needs to tick the checkboxes next to those Purchase Order Requesters they want to add as an Approver to the Bill:
   
   
4. As a result, these Purchase Order Requesters will be added as an Approver to the Bill:
   
   

  

Please note: If the matching is removed later on, the Purchase Order Requester will still remain a Bill Approver.

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