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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.

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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.

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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.

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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: