Workflow approval purchase order NAV add lines after approved

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Posted on by Navanalys

Hi!

I have set up a workflow from a template for purchase order approvals. I am wondering, then the order has been approved by the approver and released, if I want to add a line to the PO, do I need to open it and sent it again for approval? or are there some way that I can skip the apporval the second time?

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Gulshan Shubham 2,200 on at

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RE: Workflow approval purchase order NAV add lines after approved

Hi Lauren, Please Mark any of the above answer as verified which solves your query. It's for all of us. It helps the community.
Navanalys 60 on at

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RE: Workflow approval purchase order NAV add lines after approved

Yes, totaly understand. Tha functionality will loose its purpose it this wouldn't be the case. Thank you!
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TeddyH 12,868 Super User 2024 Season 1 on at

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RE: Workflow approval purchase order NAV add lines after approved

Adding the line will trigger the approval again. There is no other way around this.

Imagine if someone open the PO and adding 100 items in it without approval. Anything related to quantity or amount will trigger the approval.
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Gulshan Shubham 2,200 on at

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RE: Workflow approval purchase order NAV add lines after approved

Yes, the line can be added by reopening the PO. But, then has to be approved against. Otherwise, it will go against having the whole idea of an Approval Workflow.
Navanalys 60 on at

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RE: Workflow approval purchase order NAV add lines after approved

Ok thank you!

But is it possible to then add new lines to the invoice?
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azelaya59 2,807 on at

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RE: Workflow approval purchase order NAV add lines after approved

Lauren

Once the PO has been released, the only way to "add" more lines is to "reopen" the PO. The PO is subject to approval again. From a supply chain standpoint, you don't want users adding lines to any document (purchase or sales) without an approval from a buyer/salesperson. Really document the business case to support this departure from the norm and have a customization written/deployed.

Good Luck!