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Dear colleagues,
Do you have an idea how to set workflow, automatic actions within it and purchasing policy (type: re-approval rule for purchase orders) so the following case could be solved fully by system?
We need manager's approval for every PO above specific amount. If this condition is not met (price below our level) we have auto approval. After approval employee is generating confirmation for vendor and company is waiting for delivery. When delivery arrived we realise that f.e. qty is smaller than expected and after phone call with vendor we know that the rest of shipment will arrive in few days. What we want to do is to split purchase order line into two separte lines using "Split lines" or "Delivery schedule" functionality so we could receive delivered materials against one of them and wait for the rest of delivery with the second PO line. To do that we click "Request change" and correct informations within PO. Sum of purchase order lines, quantities are the same as previously (before change request). What we want to achieve is auto re-approval in case PO balance is the same and to send workflow for approval to manager if the PO balance is different than before changes.
I already tried many combinations of setting re-approval policy and workflow automatic actions conditions.
As I can't find field called Purchaseorder.Balance in re-approval rule for purchase order, I decided to add at least field - Purchase order lines.Unit price. This will result in sending workflow to manager in case of changing this field. Using Net amount field is not a soultion as with a different qty the amount will be always different. The problem is the fact that for system any new line generated by splitting/creating delivery schedule is the line where all fields were changed (before splitting there was no line and fields were blank).
Last version of my workflow looks like this:
Start -> Approve purchase order, editable -> End
For Approve purchase order, editable I've set automatic actions:
1) where purchase orders.Balance < 10000 PLN
2) or where pruchase orders.Requires pruchase order re-approval is NO
3) or where pruchase orders.Requires pruchase order re-approval is YES
and Purchase order lines.Net amount < Purchase order.Balance
As you probably imagine the problem is with third condition as it results in auto approval every time we splited lines. Everytime we have more than one line in our PO the net amount of PO line is smaller than PO Balance.
Thank you in advance for any suggestions how to solve this problem!
PS. We don't want to use overdelivery or underdelivery fields and there is no option to receive material with smaller qty against PO line with full qty. as this is against regulations in Polish law.
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