NOTE: For Enterprise Plan only.
NOTE: Only Admins can set Rules/Conditions for Purchase Order approvals.
NOTE: Approval actions can include approving Purchase Orders automatically or assigning them to one person, multiple people, teams, or user roles.
NOTE: Custom fields can be used as Conditions. For example, if Purchase Orders are categorized by department, budget, or use case, custom field values can act as Conditions. However, only “single-select” custom fields can be used in Purchase Order approval workflow.
Go to Settings
Click Purchase Orders
Click Set Preferences
Click Approval Rules for Purchase Orders
Under Condition and Action, enter If-Then information
Click Save Rule
Under Rules Created, New Rule will appear in Rules list