Purchase requisition Approval Workflow for multiple Departments

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Posted on by Anks27

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Hello,

My Client has very tricky requirement in Purchase requisition approval workflow.

As per my knowledge we can use managerial hierarchy(immediate reporting),approval limit( Using JOB) , Security roles wise and user group wise for next level routing.

Let me know how to fulfill below scenario in Purchase requisition workflow.

Jacky is managing 2 departments and she can requester and also same time approver also.
Alexis is requester and if he is requesting for <$1,000 then "Drew" will approve else Sammy will approve.
Ashley is requester and he is also managing 2 departments, If he is requesting from "Corporate partnership" department then Chris will approve as per approval limit and if he is requesting from another department "Premium SVC" then mark Brown will Approve.

I’m confuse, how to handle multiple department in Purchase requisition workflow?? In assignment section which option i have to select??

Thanks,

Ankit

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André Arnaud de Cal... 304,648 Super User 2026 Season 1 on at

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Hi Ankit,

There is no standard support for this scenario. The managerial hierarchy cannot be used as based on the department another person could be the approver. Other options are also not possible here.

It would be possible to setup a workflow with conditional evaluations which department and which amount is involved. Then assign to a user or user group. The user group option would save you from editing the workflow if a person leaves the company.

You can also consider creating a table where you can do this setup and based on this table develop a new participant provider for your workflow.

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