I am trying to design a workflow based on vendor ID and dollar amount. If an invoice is below $1000 it should route to person A and that should be the final approver, if the invoice is about $1000 it should route to person A and then to person B and that should be the final approver. It appears that the approval over $1000 is working but not under $1000. Its routing all to the second approver. What am I doing wrong?
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Can u pls post details about your design?And also pics of your logic?As u r telling half portion is working fine but not other half,so your design is very much feasible,but for any solution we need to see your design once.Then only some one can give u accurate solution.I hope my feedback can help u when u post some details and pic here
Any suggestions on how to write a payables approval workflow with the following criteria:
If Vendor A and under $1000 approval by X
If Vendor A and over $1000 approval by X then Y.
Everything I have tried is not working.
It is sending everything to the second approver even if it is under $1K
I tested with new transactions every time I made a change.
My vendor ID is in my conditional statement.
I will try with vendor classes.
Hi Bari
When you make changes to the logic in the workflow steps, always create new transactions to test the changes with.
Using a recalled transaction and then resubmitting it again, follows the old workflow rules.
If one transaction worked then if the other one follows the same logic it should also work.
Make sure that the vendor id is in your conditional statement.
As a side note, wouldn't setting up vendor classes be easier to manage? this way you won't have to add a vendor to the workflow each time
I created 2 transactions under $1K and 2 transactions over $1K
One of the transactions under $1K worked correctly but the second one is waiting for the send approver to approve and it should only have one approver
Hi Bari
the screen shot on the right looks correct.
Make sure that the condition for the first approver is that the amount is less than 999.99 as you have for the second level that the approver amount is 1,000.00 and over.
What happens when you try a test with this setup?
Hi Bari
There is nothing below to see.
Try and screen shot again
Below is what I have
Hi Bari
For the second step, in the Order box, mark This step follows the selected step and select the first step
On step one, If the condition is not met Select: Continue to the next step
For step two this should read, End the workflow path
you should see:
in the left hand window
payables transaction approval
invoice approval
Step 1 under 1000
Step 2 over 1000
Try this and let me know
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