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How do I set up a workflow for purchase orders for a specific amount?

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Posted on by Joel95

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Hi all,

Maybe a simple question, but how do I set up a workflow for purchase orders between the €15.000 and €30.000.

I tried the conditions below but this doesn't work right:

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SC-30042148-0 28 on at

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How do I set up a workflow for purchase orders for a specific amount?

I agree with Dallefeld. Here is an example of one of our workflows. Don't put anything in the bottom filter.
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Dallefeld 11,419 User Group Leader on at

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How do I set up a workflow for purchase orders for a specific amount?

Don't place your filter partially in the header and partially in the line.

In the header, try >14999&<30000
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Ben Baxter 4,423 Super User 2024 Season 2 on at

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How do I set up a workflow for purchase orders for a specific amount?

You set the User's Approval Limit in the "Approval User Setup":

If the Purchase Order is for less than the User's Approval limit, the PO will be automatically approved and released. If it is above the User's limit, it will trigger it to go through the approval process.

P.S. If this helps resolve your question, please mark it as a solution to help other forum Users.

Best Regards,

Ben Baxter

Accent Software Inc

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