Good day,
We are trying to set up a workflow for our PR and PO processes.
The ultimate aim is to have final approval on PO. Our challenge is how to overcome the PR workflow and still be able to follow the RFQ process. Proposed business process:
1. Create PR for purchase need
2. Budget owner approve that the need is valid (no financial values on PR)
3. If no Purchase or Trade Agreement exists it must workflow to a buyer for RFQ process.
4. Once RFQ process is completed the buyer confirms completion - the workflow checks that all price and vendor fields are completed and auto approves
5.PO is created and the PO submitted to workflow according to delegation of Authority.
6. If contracted pricing exist - the PR can be auto approved and PO created that will be submitted to the PO approval
What is best practice regarding PR>RFQ> PO approval workflow and is the above set up possible?
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