Purchase Order Workflow

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Posted on by SU-22040800-0

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I have a basic PO workflow that first checks the orderer, and based on the orderer, submits the PO for approval to a user group.

I have setup an email template with the subject %subject% and the body referencing %message%:

My workflow is setup as such:

In short, I would like to setup 1 approval message (i.e. "Please Approve PO# 13455")

and 1 rejection email (i.e. "Your PO# 12311 was rejected")

can anyone assist?

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Khaled Alloud 3,658 on at

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Dear James,

What i can see from the above is that you are doing a good job defining the workflow.

Can you please share with the result from the above? what stage you are in now?

When the PO is submitted is an email generated to the recipient?

regards,

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SU-22040800-0 2,487 on at

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Hi Kaled

Thanks for the reply.

Yes, I'm receiving an email based on the last screen shot ("Step 1"), but nothing else.

Is there something I'm missing?

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Khaled Alloud 3,658 on at

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Please check this:

Please approve, PO number: "%Purchase orders.PurchId%", For Vendor: "%Purchase orders.InvoiceAccount%" with Amount: "%Purchase orders.Invoice amount% L.L.", For Department: "%PurchTable.PurchLine.HcmWorker.HcmPositionWorkerAssignment.HcmPositionDetail.DirOrganizationName.Name%" ,Requested By: "%Purchase orders.Requester%"

take the needed fields.

Hope this helps.

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SU-22040800-0 2,487 on at

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Hi Kaled

After some testing I think I have narrowed down the confusion. Just confirm that I am correct in the below:

I am working on the 'Catch All' approval step in the screen shot below:

When I edit the 'Catch All' approval, I can edit the notification/message. This is for the a notification to be sent to the workflow originator, notifying them that the PO has been approved/rejected. This notification is NOT meant for the approver. Am I correct?

When I drill down to the actual STEP, and open the settings:

These notifications are specifically for the APPROVER. Am I correct?

I have setup my template as follows:

The APPROVER receives an email 100%:

The PO is then rejected, and the below emails are sent:

Can I not have the below email sent??

Then after the re-submitting, a new email is sent to the approver (as above), and once it's approved, a confirmation of approval is sent to the originator.

So I think (besides the double rejection email), all in the above is correct..?

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Khaled Alloud 3,658 on at

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I need to get back to you tomorrow hopefully, in this time try to test it.

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SU-22040800-0 2,487 on at

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Thanks

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Khaled Alloud 3,658 on at

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Dear James,

I have the above quickly, and i didn't find anything to comment on. Note that we use another setup for the workflow hence cannot really validate the above without testing.

Best :)

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