HOW TO ADD MULTIPLE APPROVAL STAGES

Prerequisites:
a. Authorization to access Approval Stages and Templates

Steps:
a. Create approval stages for Purchase Order.
1. Go to Administration > Approval Process > Approval Stages
2. It is already in add mode so just fill in:
(1) Stage Name and Stage Description
(2) No. of Approval Required
(3) Authorizer

If the document only needs one approval from either of the two authorizers, then only
indicate “1” in the Approvals Required field.
 Click on the small circle and it will lead you to the Users List window. Choose which
user is going to be the Authorizer/Approver.

Then click on “Add”.

Repeat the same process to add another approval stage.

b. After adding both Approval Stages, proceed in creating an Approval Template.

1. Go to Administration > Approval Process > Approval Templates
2. It is also already in add mode so just go ahead and fill in the Name and Description.
Make sure that the active box is ticked.
3. Click on the small circle under the user column in the Originator Tab. Choose a
particular list of users or all users that are assigned to create the document.
4. When the users are added on the list, go to the Documents Tab.
5. In the Documents Tab, tick on applicable document. Once done, go to the Stages Tab.

6. In the Stages Tab, click on the small circle under the Stage Name column. Choose the
previously added stages pertaining to the template. The number on the left indicates
the level of the approval. Once done, proceed to the Terms Tab.
7. In the Terms Tab, click on either:
a. Always, if all documents should undergo approval and no condition is set for the
approval.
b. When the Following Applies, if approval is conditional.

8. Add the Approval Template.

c. Once done, your approval process is now in place. All future documents created will
now undergo approval based on the created Approval Stages and Templates.

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