You can ensure that your team is reasonably informed of why a Purchase Order or an Invoice has been rejected. Using our “Mandatory approval rejection comment” feature you can make it mandatory that a user must provide a reason for why they are rejecting an order from our approval emails or our approval review screens. You can also provide some options available via a dropdown menu to quickly provide a reason:
1
Enable the feature
Head to Business > Settings > Workflow
Switch the feature to on if it’s to be mandatory. Populate any customised reasons in the Defaults reasons box.
With this feature turned off, the user can optionally leave a comment when rejecting by populating the comment box:
2
Using the feature
With this feature turned off, the user can optionally leave a comment when rejecting by populating the comment box:
With this feature turned on. The user must enter a comment to be able to reject the PO or Invoice:
This comment will then appear in the document history of the PO or Invoice
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