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Supply chain | Supply Chain Management, Commerce
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Purchase Order Workflow Escalation

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Posted on by 179
I have 2 problems that I am facing and I have gone through the questions around this subject in this community but none has helped so far.
 
Context: I have a purchase order workflow setup with signing limits. In addition to that, I have an escalation setup which is behaving weirdly, but the intention is that after certain number of days the escalation would kick in and it would escalate to next approver in the line hierarchy and so forth. This should continue until it is escalated to the last approver based on net amount of PO and their approval limit.
 
Issue 1: Sometimes the workflow is working flawlessly through the use of signing limits, however there are odd times where the PO would error out and say CEO doesn't have a reports to position. This odd times happen more frequently when a user selects the procurement category instead of an item. In the hierarchy options it is retrieving all users so one level at a time it goes up the chain. The workflow configuration screenshot is below:
 
Issue 2: When an escalation happens the logic I want is that it continues to escalate until it reaches the last person who has the appropriate approval limit. An example for context is below.
CEO Limit: $500,000
CFO: $250,000
VP: $10, 000, 000
Director: $100,000
SR Manager: $50,000
Orderer: $0
 
In this case if the orderer puts a PO for net amount of $260, 000 the workflow first assigns it to SR Manager, and the escalation I expect is that it will go to Director then to VP and it will stop there, but as of now it will go to CEO then it comes back to Director then it goes to CEO then VP etc., so it goes in circle before ultimately approving the PO.
  • Purchase Order Workflow Escalation
    I think it is correct that it assigned to CEO at first.
    Then, after escalation it has to assign to VP and stop there.
    I don't know why it tries to get approvement from Director who has maximum limit 100,000,
    That's my opinion.
  • Brian Sanderson Profile Picture
    Brian Sanderson 395 on at
    Purchase Order Workflow Escalation
    So is it correct that the VP has a 10 million limit but the CEO only has 5 hundred thousand limit?
  • Purchase Order Workflow Escalation
    Hi!
    Regarding the Issue 2. Is there a mistake in example?
    Based on your example with the Sales Amount $260,000 and the screenshot with Hierarchy selection workflow has to be assign to CEO first, because CEO is only role which has limit ($500,000) >= Sales order amount ($260,000).

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