PO workflow condition based on Net amount change

(1) Share

Report

Posted on by VitoSki

Dear Support,
Is there a way to configure PO workflow condition based on PO Net amount change i.e. If there's a change on PO Net amount - proceed with approval step , if there's no change on PO Net amount (change elsewhere i.e. delivery date, financial dimensions etc) end the workflow?

Many Thanks,

VitoSki

*This post is locked for comments

All responses (5)

Answers (1)

Marco Facchini 5 on at

Like (0)

Report
RE: PO workflow condition based on Net amount change

Hi Vito,

We found a solution to that that doesn't require the use of purchase policies:

it consists in a new condition having the following two queries:

Purchase orders.Previous version exists - is Value "True"

this condition ensures the order has been previously approved, i.e. a new version is not created if the order was rejected

Purchase orders.Delta invoice amount percentage - greater than zero

or you could also use "Delta invoice amount" which considers amount in currency

This is our current setup, in which we decided to auto approve any re-submit of previously approved orders having delta invoice amount percentage lower than 5%.
Verified answer

VitoSki 57 on at

Like (0)

Report

RE: PO workflow condition based on Net amount change

Hi,

I`ve found a solution that would suit my requirements i.e. this can be configured through Purchase policies when re-approval should be triggered. I had to configure policy to look for PO Net amount change and additional condition on the workflow "Purchase orders.Requires order re-approval. Yes or No"

Best Regards,

VitoSki
SouravDam 11,721 on at

Like (0)

Report

RE: PO workflow condition based on Net amount change

Hi VitoSki,

You can track both net amount and total amount changes in PO through workflow.

Just set simple condition where value is > 0, then every time when you update value in PO, system will ask for resubmit for approval to validate the change in amount.

Best regards,
Sourav Dam

Please take time to click 'Yes' against the answers that help you guide in right direction to help other community members.
VitoSki 57 on at

Like (0)

Report

RE: PO workflow condition based on Net amount change

Hello Ludwig,

Thank you for your prompt response. Please see below sample:

PO initially was raised for 100$ , approved via workflow and confirmed.

Few days later user clicks "Request change" and adds additional PO line which would increase PO total value to 200$

Is there a way to configure workflow condition when PO total value is changed by ANY value to go through approval steps again?

If there was changed elsewhere i.e. user clicks "Request change" and changes only delivery dates and PO total value remains as it is 100$ workflow would skip approval steps and auto-approve it ?

Hope this explains the requirement

VitoSki
Ludwig Reinhard Microsoft Employee on at

Like (0)

Report

RE: PO workflow condition based on Net amount change

Hello VitoSki,

Do you refer to changes that have been made to a PO after it has been confirmed first or to price differences that you see when posting the invoice.

Would be great if you could provide a simplified example.

Many thanks and best regards,

Ludwig