You will need to to create a PO approval workflow before you can create a PO. 


Configure your workflow:

  1. Settings - Workflow - + New Workflow

  2. Edit workflow: 

  • Type - change voucher to Purchase Order

  • Name - PO Workflow

  • Enabled default


  1. Click default Workflow - states will be auto-

  • Start - Draft

  • Submit - Reviewed

  • Approve-Approved



  1. Navigate to Transitions



5. Save changes.


Note: The default workflow setup will have a single-level approval.


How Ocerra PO default workflow works



Employees can create a Purchase Order (PO) and submit it for approval (reviewed status). The approval process involves the accountant or a designated approver, who can either approve or decline the PO. Once approved, the PO is sent to suppliers.