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Configure approval levels in Settings before submitting a PO for review. See Configure PO approval workflow.

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Submit a PO for review

  1. Open the PO.
  2. Optional: click Open Review Panel, then use Manage Reviews to assign the reviewers for each level.
  3. Click Submit for Review.

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Review a PO

  1. Open the PO then click Open Review Panel.
  2. Optional: To leave a note, add a comment first; the button then reads Approve with comment or Reject with comment.
  3. In the review panel, click Approve or Reject for your level.
Levels are enforced in order, and admins are not added to a level’s notifications by default.

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Re-approval after changes

If a PO is changed by an amount that meets your org’s reset threshold during or after approval, ION requires reapprovals. Editing the org’s approval policy does not affect existing reviews. You can use Reset Reviews on the PO to clear the current approvals.