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Supply chain | Supply Chain Management, Commerce
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Purchase Pool Types and Workflow

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Posted on by 128

We use multiple purchase pool types to help us distinguish between different teams in the company and to help drive certain automatic / batch job processes.  Our vendors can be used with any of these pool types.  

We want to be able to distinguish when workflow is required based on pool type - can this be done?  

Example:  We use the same vendor for these pool types and we need workflow for a few of them but not for all:

  • Pool type 10 - needs to go through workflow for this team
  • Pool type 25 - does not need to go through workflow for this team
  • Pool type 30 - does not need to go through workflow for this team
  • Pool type 35 - needs to go through workflow for this team
  • Pool type 45 - does not need to go through workflow for this team

We know we can set change management at the vendor level but all of our teams use the same vendors so this won't work.  Do we a way to configure these pool types to have workflow or not?  

I am guessing we can address this with the actual workflow but that adds more complexity to the process flow.  

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  • Suggested answer
    Danny Bilodeau Profile Picture
    4,934 Super User 2026 Season 1 on at

    Hi Jennifer,

    As you said, Change Management is a global setup that can be overriden at Vendor or PO level (when you create the PO you can turn off change management).

    There is no standard functionality to exclude a PO associated from a Purchase Pool from a Workflow.  You could however, configure your workflow that applies only to Purchase Pools 25, 30 and 45 (Condition on the Workflow) that has only one approval task that is automatically approved.  So after a short delay (depending on your workflow engine reccurence), these POs would be approved and could be confirmed.  

    Would that work?

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