Enable a workflow template for PO approvals, configure approvers and spending limits, then test with a sample order. Zentriq Agent creates POs with built-in approval so nothing posts without your sign-off.
Search for 'Workflows' in Business Central and open the Workflow Templates list. Find the 'Purchase Order Approval Workflow' template and click 'Create Workflow from Template' to generate an active copy you can customize.
Open 'Approval User Setup' and add each user who can approve purchase orders. Set the Approver ID field to define the approval chain — for example, a buyer's approver might be the procurement manager.
For each approval user, define the Purchase Amount Approval Limit. Orders below the limit can be self-approved, while orders above it escalate to the next approver in the chain. Set a zero limit to require approval for every PO.
Create a test Purchase Order and click 'Send Approval Request'. Verify the request reaches the correct approver, that they can approve or reject it, and that the PO status updates accordingly.
Review the Approval Entries page regularly to spot bottlenecks. If certain approvers are overwhelmed, adjust the chain or raise limits for trusted buyers to keep procurement flowing smoothly.
Zentriq Agent creates POs with built-in approval — every order the Agent drafts lands in your inbox for review and confirmation before anything is posted to Business Central. You stay in control without slowing down the process.
Related Zentriq products: Zentriq Agent
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