Restarting a Purchase Order Approval Workflow

In Corpay Complete, users with the Admin role can restart the approval workflow for purchase orders (POs). Users can restart the approval workflow of single purchase orders or multiple purchase orders using the Bulk Action feature.

Purchase orders must have a Status of Pending before the approval workflow can be restarted. If the Status is not Pending, it must be reset on the Edit PO page before restarting the approval workflow.

This article describes how to perform the following tasks:

• Resetting a Purchase Order Status
• Restarting a Single Purchase Order Approval Workflow
• Restarting Multiple Purchase Order Approval Workflows

NOTE: The visibility of fields and information in Corpay Complete is based on roles and permissions assigned to users in addition to company configuration. As a result, some fields or information may not be visible or may only be available in a view only format. Follow your company’s accounting processes when completing tasks in Corpay Complete.

Resetting a Purchase Order Status

This section describes how to reset the Status of a purchase order so that the approval workflow can be restarted. These steps are only necessary if the purchase order Status is not equal to Pending.

1. Log in to Corpay Complete.

2. Select the Purchase Orders menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

3. On the Purchase Orders page, enter the purchase order number in the PO Number Filter field or find the purchase order in the Purchase Orders table.

• Select the Toggle Filter  icon if the PO Number Filter field is not present.

4. Use one of the following methods to open the Edit PO page:

• Select the purchase order number from the search results or the Purchase Orders table. On the Purchase Order Details page, select the Edit PO button.

• In the Purchase Orders table, select the Edit  icon in the Action column to the right of the purchase order to be reset.

5. On the Main tab of the Edit PO page, select Pending from the Status drop-down.

6. Click the Submit button.

7. The purchase order Status will be reset to Pending.

Restarting a Single Purchase Order Approval Workflow

This section describes how to restart the approval workflow of a single purchase order.

NOTE: Reset the purchase order Status if it is not equal to Pending.

1. Select the Purchase Orders menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. On the Purchase Orders page, enter the purchase order number in the PO Number Filter field or find the purchase order in the Purchase Orders table.

• Select the Toggle Filter  icon if the PO Number Filter field is not present.

3. Use one of the following methods to open the Purchase Order Details page:

• Select the purchase order number from the Purchase Orders table.

• Select the View  icon in the Action column.

4. On the Purchase Order Details page, scroll to the Approval Workflow pane.

5. Click the Restart button. 

6. The approval workflow will be restarted.

Restarting Multiple Purchase Order Approval Workflows

This section describes how to restart the approval workflow of multiple purchase orders.

NOTE: The Status of each purchase order must be reset if it is not equal to Pending.

1. Select the Purchase Orders menu item from the left-side navigation pane.

NOTE: The visibility of pages and information in Corpay Complete is based on roles and permissions assigned to users by a company as well as company configuration. As a result, the pages in your left-side navigation pane may be different from the pages in the image above.

2. In the Purchase Orders table of the Purchase Orders tab, select the checkboxes to the left of each purchase order to be restarted.

3. Click the Bulk Actions drop-down and then select the Create/Reset Approval Workflow item.

4. In the Bulk Approval Workflow dialog, click the Ok button.

5. The approval workflow of each purchase order will be restarted.