We are trying to make our purchase order workflow. As a part of that process, we would like to achieve below scenarios using PO workflow:
1.We want to trigger workflow based on the total of the Net amount at line level. Basic need is that we need to trigger the workflow based on the subtotal of the PO (Before tax) rather than considering the total amount which is with tax. Is there any field that I can use?
2.We need to check if there is any possibility to show a review/preview to the approver of the workflow? What we want to achieve through this is, we do not want the approver to go through the line by line details but see it together, maybe as a document. Is anything available in standard which we can build further?
1) When you activate the workflow you will have to send all the POs that are under workflow approval (according to the setups made in the Procurement and Sourcing and on the vendor master). Then in the workflow you can decide what is a minimum threshold for the PO to be approved by a user or for iyt to be autoapproved using the "automatic actions". For considering the net amounts , you can choose the "Balance" option in the workflow for the header net amount of the PO:
Pay attention that you talked about "Line amount", so I am not sure if you want to use the PO header workflow approval (that will consider the Total Net amount) or the line PO approval (that will consider line-by-line net amount, but also requesting the approvers to approve each line individually). In this second case you have the "Net amount" on the line to choose for making the workflow considerations at line level.
2) If carefully designed, the approval messages designer inside the workflow you can give detailed information on the header level through the placeholders and a link to the PO to approve,
but as far as I know there is no out-of-the-box formatted beautiful preview about the lines. Maybe with Power Automate is possible but that is some kind of customization
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