Purchase Order approval workflow amount over project budget

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Posted on by daxin

For the PO approval workflow with R3 Cu8, is there a way to not just check if the project category is over budget, but validate the dollar value it is over budget? For example, we only want to go through approval if the category is $10k over budget. If the vendor comes back with a .01 cost change, it currently has to go through re-approval. Thanks for your quick response!

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Sohaib Cheema 46,614 User Group Leader on at

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RE: Purchase Order approval workflow amount over project budget

in standard you can put condition from 'document query table', which is base of any workflow. e.g. in case of purchase order workflow its most likely PurchTable. so you can put conditions from PurchTable.(AnyField) or any of realted datasources such as Financial Dimensions.

But for your case, you need to have validations like 'Budget amount in USD'; So for these conditions most like you need customization in your document class
daxin on at

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RE: Purchase Order approval workflow amount over project budget

Thanks. I was hoping there was a way out of the box for this, but I am not seeing one. I am assuming we would create a customization for this, but I was hoping for a workaround. Thanks
Sohaib Cheema 46,614 User Group Leader on at

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RE: Purchase Order approval workflow amount over project budget

definitely you can put condition in workflow configuration.

and if you are unable to find needed conditions in standard PucrhTable, you can create customized method on Document of workflow
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RamK 2,580 on at

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RE: Purchase Order approval workflow amount over project budget

You can create a user group, then in "User group override" allow the users who are part of user group to overrun