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Session Id :
Supply chain | Supply Chain Management, Commerce
Answered

Approval Workflow Configuration - Based on Hierarchy - Purchase Req

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Hi,

 

I'm trying to create an approval workflow based on a purchase requisition. I want to create a conditional workflow based to the belonging of an item to a specific category.

Assuming that I create from the start -> Conditional situation -> If the item belongs to Category "Test1" -> True, I set an automatic approval workflow, so It approves itself automatically.

If false I want to set an approval workflow based on a Hierarchy with 3 possible approvers. If the cost of the item is less or equal to € 5000, I set the approval on automatic as the first one (Category Test1).

If the cost is greater than 5000, I set the approval workflow based on the hierarchy. 

I want to ideally set and assign to every approver a maximum amount to be able to approve the purchase requisition.

I ideally start from the originator of the workflow, who can automatically approve an amount of maximum € 5000.

Then, I set to the originator a "reports to" to "Simon Lebon", who can approve a maximum amount of € 10000.

Then, "Simon Lebon" reports to "Elvis Presley", who can approve a maximum amount of € 20000.

 

How can I set the approval hierarchy, based on the exact amounts of approval?

 

Hope you can help me with this.

 

Thank you in advance!

I have the same question (0)
  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hello JessicaBus,

    Need to use the signing limit, please refer to the blog with detailed settings: daxing2012.wordpress.com/.../

  • Suggested answer
    Zain Mehmood Profile Picture
    4,187 Most Valuable Professional on at

    Hi JessicaBus,

    You can assign this if each employee have been attached with a position. And each position has a report to position enabled. When this structure is being maintained the position hierarchy would be built. You can setup the workflow on different conditions for amounts, on the basis of True/Fail of the condition the workflow can move to the approver section where you will configure the hierarchy type assignment. You can add the condition their whether this should be moving to just a single level approval or multi level approval on this particular node.

    In your case condition type above then €5,000 to €10,000 should have a hierarchy type assignment with a condition of Level 2, adding a condition that prevents the level 1 managers to put their approval.

    17.png

    18.png

    Same is the case for greater than  â‚¬10,000 to  â‚¬20,000 should have a hierarchy type assignment with condition of Level 3. adding a condition that prevents the level 1,2 managers to put their approval.

    Please mark YES against the answer that helps you. Thanks

    Warm Regards,

    Zain

  • Verified answer
    Rahul Mohta Profile Picture
    21,032 on at

    a combination of workflow provider=hierarchy and approval and spending limit with jobs and positions defined on employees linked with user and position hierarchy can be utilized.

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hello JessicaBus,

    Please let us know if you can handle the process.

    If not, please tell us which step is blocked.

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