Define policies and approval workflows based on Business order information

Policies and approval workflows can be set up based on information like Purchase Order (PO) number, General Ledger (GL) code, cost center, project code, location, and departments. Depending on approval policies configured at group level and selection of BOI fields and values by buyers during checkout, admins can route the orders to appropriate approvers or approver workflows with different levels.

If you are a top-level or account administrator:
1) Visit Business Settings.
2) Select Business Order Information under Billing and Shipping.
3) Enable the appropriate Business Order Information fields.
4) Select Add Approvals.
5) Select the appropriate Business Order Information field and enable Approvals workflow Learn more about our business order information page

If you are a group administrator and BOI fields have been enabled:
1) Visit Business Settings.
2) Select Buying policies and approvals under Buying policies.
3) Select Add policy.
4) Navigate to Order policies.
5) Select Business order information approval.
6) Select the appropriate Business Order Information field and enable Approvals workflow Learn more about buying policies and approvals