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Purchase Order Approval Workflow Matrix setup in BC

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Posted on by Seong KY

We would like to setup the below approval matrix in the BC for Purchase Order Approval based on PO Amount limit

PO Amount	1^st Level	2^nd Level
<2000	HOD
2001-20000	HOD	GM
20001-30000	HOD	CFO
>30000	HOD	MD

0 - 2000 : respective HOD to approve from individual purchaser (different department)

2001 - 20000 : HOD + GM

20001 - 30000 : HOD + CFO

>30000 : HOD + MD

What should be the right manner to setup this? I have tried the standard setting from the help file, but unable to do so

Thanks

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Rhythm20 10 on at

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RE: Purchase Order Approval Workflow Matrix setup in BC

Thanks Seong! I did manage to figure out how to send a workflow to a workflow user group with UserA & UserB at level 1, and if 1 of these 2 approves the PO it will approve both Open workflows and release the document. This can occur by removing the On Condition for Pending Approvals on the approval request is approved line.

However I am now attempting to resolve for 1 PO workflow where I have User A & User B at level 1, AND User C & User D at level 2. I only need 1 level 1 approver and then 1 level 2 approver. But each time I attempt via adjusting the On Condition Pending approvals, or Number of approvals, my results are as Marysyaz is showing.

Any assistance would be appreciated!

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Seong KY 15 on at

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RE: Purchase Order Approval Workflow Matrix setup in BC

Hi, for sequential approval with same approval group, I am unable to do the settings right. What I did was I duplicated multiple approval workflow and do filtering by using the Purchaser field, meaning as example, for Admin purchaser I ensure user put in the purchaser, then filter it to redirect to HOD admin.

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Rhythm20 10 on at

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RE: Purchase Order Approval Workflow Matrix setup in BC

Marysyaz - did you resolve this? I am also having this issue. Thanks!

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Marsyaz 10 on at

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RE: Purchase Order Approval Workflow Matrix setup in BC

Hi, what if I have two HOD sharing same level of approval rights. e.g.

>30000 : respective HOD to approve from individual purchaser (different department), followed by MD

Says I have 3 HOD

USERA - Seq No 1

USERB - Seq No 1

USERC - Seq No 1

USERD - Seq No 2

Either one of them from USERA, USERB or USERC approve then can send to next approval of USERD

I am stuck in the settings as when I send for request approval, I have below Approval Entries

USERA - Open

USERB - Open

USERC - Open

USERD - Created

When USERA approved, Approval Entries become,

USERA - Approved

USERB - Open

USERC - Open

USERD - Open

But when USERD approved, Approval Entries is,

USERA - Approved

USERB - Open

USERC - Open

USERD - Approved

The PO Status is still pending approval, not Released

I am a bit confusing how to make use of the Pending Approval > 0 (???) in the ON CONDITION settings

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I Gusti Made Ari 3,594 on at

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RE: Purchase Order Approval Workflow Matrix setup in BC

For your case, you need to use workflow user group and create workflow for each amount range level.So total you need 4 workflow.

for example. setup for >30000

Conditions

User A is HOD

user B is MD

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