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Approve POs and requisitions from mobile device

Enabled for Public preview General availability
Users by admins, makers, or analysts Jul 29, 2024 Oct 30, 2024

Business value

Many businesses use approval workflows to ensure that all new purchase requisitions and purchase orders are valid, within budget, and aligned with business practices and standards. However, this extra layer of security can sometimes delay the purchasing process. To address this challenge, Dynamics 365 Supply Chain Management offers a mobile approval experience that brings flexibility, efficiency, resiliency, and responsiveness to the approval process.

Feature details

Users who approve purchase requisitions and purchase orders can now respond to approval workflow tasks from their mobile devices. Procurement approval activities include approvals related to purchase requisitions, requisition lines, purchase orders, and order lines.

The mobile app shows an overview of the user's assigned approval tasks and due dates. From there, the user can open details for each purchase requisition and purchase order to approve, all without switching context. After reviewing the context and details of an approval request, the user selects the appropriate response option. The user chooses from the approval options configured for the workflow: approve, reject, request change, or delegate to another user.

For information about how to prepare your Supply Chain Management and Dataverse environments to support the Approvals Management mobile app and how to install the app on your mobile devices, see Onboard the Approvals Management mobile app.

The following screenshots show examples of how the app looks when running on a mobile device.

Screenshots of the Dynamics 365 Approvals Management app

Additional resources

Approvals Management mobile app overview (docs)

Create purchase orders (learn)