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How to setup NOT to trigger PO re-approval process after PO is approved.

Posted on by 14
Hi all,
 
I have a business case as below:
 
Step 1: Create PR with only one line with Qty=10 and Unit Price = 100, the PR is approved.
Step 2: System automatic create /Approved/ PO with same Qty = 10 and Unit Price is 100.
Step 3: Vendor offers us a discount after approved PO (Step 2), Unit Price is $95 and same Qty =10, the total purchase order amount is changed to $950 (Original Step 2 is $1,000)]
 
 
Now user requests:
(i) Unit price $95 is lower than the original approved unit price $100, no need to trigger PO re-approval process. Any tolerance we can setup?
(ii) As long as the revised PO total amount $950 is less than the original approved $1,000 PO amount, no need to trigger PO re-approval process. Any tolerance we can setup?
 
Please kindly share your idea.
Thanks.
 
 
 
  • Verified answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,151 Super User 2024 Season 2 on at
    How to setup NOT to trigger PO re-approval process after PO is approved.
    Hi,
     
    In the workflow configuration, you can add a condition and use a calculated field for a delta amount or delta percentage. Upon validation, the workflow can perform an auto approval or assign it to a user if it doesn't meet the condition.
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,300 Most Valuable Professional on at
    How to setup NOT to trigger PO re-approval process after PO is approved.
    Hi,
     
    We have reapproval policy under purchase policy, however I don't think this will cater your requirement because your criteria is dynamic based on unit price, you may need to think about customized solution unless some other experts share something.
     

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