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Delta Change Parameter on Purchase Order Workflows

Posted on by Microsoft Employee

We have a purchase order workflow set up in our environment and we needed to add a parameter to account for when somebody made a change to a purchase order that has already been approved. As an example, if delivery date changed on a PO, we didn't want to have to wait for reapproval in order to continue with the purchasing process; so we added an auto-approval step with the parameter that if the "Delta amount" was less than $15,000, to automatically approve that workflow. This has worked great for approving our POs with less than $15,000 changed. Unfortunately, it is also automatically approving all purchase orders where the total purchase order amount is less than $15,000. Is there some parameter I can add where this delta amount decision would only auto-approve orders that had already been approved once? Any help would be appreciated.

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  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,995 Super User on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Hi stennant,

    Glad it solved your issue. Would you mind to mark correct answers? Then the thread will get the status answered and other people know which answers were verified.

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Andre: This did the trick! Thanks for the tip.

  • Suggested answer
    syed baber Profile Picture
    syed baber 11,625 on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Hi Stennant,

    How are you calculating the Delta amount field? Are you calculating it based on the last approved version of Purchase order workflow? The PurchTableVersion and PurchTableHistory tables contains all the approved and confirmed purchase orders, so if you calculate the Delta invoice amount field based on the these tables and there is also an another table PurchLineHistory, I think you could prevent auto approving the purchase order when it is created for the first time and invoice amount is less than 15000.

    Please verify and let me know if you have further queries.

    Thanks,

    Baber.

  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 287,995 Super User on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Hi Stennant,

    In the condition you can add an evaluation on the field "Purchase orders.Previous version exists". This has the value 'yes' if it has been approved before.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Ram K,

    Here you go:

    Community-2.jpg

    Community-2.jpg

    Community-3.jpg

  • RamK Profile Picture
    RamK 2,580 on at
    RE: Delta Change Parameter on Purchase Order Workflows

    Can you please provide a screen shot of your workflow (especially, condition where you have defined $ 15,000)...?

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