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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to close/cancel a Purchase requisition where the conditions has not been met

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Posted on by 151

Hi

I am configuring a purchase requisition workflow and this is working well however when it gets to a point where a condition has not been met, I would expect the system to reject and then go back to originator which it does.

If I put Task or an approval step with Reject, Request Change as an option it will also make me add approval or complete otherwise it will not save. I then connect this to end and this is what is currently happening

- PR Submitted

-Workflow is false and therefore goes back to review

- Originator will have the approve option if I selected and approval step and complete if the task step has been created. In both cases the reject option is available.

- If you reject then status is changed Rejected, or if you make a change this works fine

-If you approve/complete then the system approves the PR and creates a PO.- I do not want an approve/complete option but I cannot save the workflow without these.

I have also tried connecting the step back to the first condition but the system says I cannot do this as it was a previous step.

Any guidance on this would be appreciated.

Thanks

Reshma

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  • Suggested answer
    saurabh bharti Profile Picture
    15,039 Moderator on at

    Why don't you put the automatic action without condition and define your action.

    Example:

    Lets say i want my PR to go for approval if amount is less that 1,000 and auto reject if > 1000.

    Start  >>> Add approval step and on this step itself define auto action with condition amount > 1000 and define Reject as action. >>> then end workflow

    Now this workflow will automatic reject if amount is > 1000 and in < 1000 it will go for approval

  • Suggested answer
    Reshma76 Profile Picture
    151 on at

    Hi

    Thanks for responding, I have created an approval setup and set automatic action to Reject and I have set the condition to anything over 0. This is after the last condition and then I have connected to to the end. This has worked. The system sent this back to originator and set to rejected and then allowed the originator to make a change and re-submit to start another workflow. Thanks for your help.

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