Approval Workflows

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Posted on by Jake2023

Hi,

I am wondering if the below is possible on a Purchase Approval workflow.

I currently have one active in which the event trigger is based on value. /The user must request approval on all purchase orders/ This workflow will push the approval request to the users direct approver and so on based on value caps.

The finance team have asked for either an enhancement to this workflow or additional flow to trigger if the suppliers terms are letter of credit. This approval will be regardless of value and go to an appoval group (Finance Team) to review and prepare the LC.

Are either of the above options /enhancement to current/ or /additional flow/ possible without one conflicting with the other?

Any suggestions would be welcomed as my tests so far have proven to be inconclusive.

Thanks

Jake

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Purchasing

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Jake2023 49 on at

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Approval Workflows

Hi,

Thank you for your response, Can you confirm when you say step whether you mean in the Response steps or workflow steps:
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black_s 323 on at

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Approval Workflows

1. Create set 1 of workflows - one with a filter where supplier terms are not letter of credit. This one will have no finance approver.

2. Create 1 workflow - one with a filter where supplier terms are letters of credit. This one will have finance approvers as the first step and direct approver as final. Once LC is prepared , finance can approve document to move to final approver.

You can use workflow user groups for these