Hi, i'm still not sure why you can't use purchaser code for this. You could setup a purchaser code and it would be entered the same as a shortcut dimension. That purchaser code could then be routed based on the team quite easily. Here is an example below.
1. Set up a purchaser code for each team:
2. Set up the approval workflow and include the On Condition filter for that purchaser code:
Team 1 example:
3. In the Purchase document (Quote, Order, Invoice) just have it so users enter the purchaser code and it will send the workflow based on what's entered:
You can also use a workflow to make Purchaser Code a mandatory field. Set up a workflow that has a condition where Purchaser Code = Blank and have that workflow error out. You just need to setup a workflow that checks and validates at the approval stage like this:
1. Create workflow with only 1 event - "Approval of a purchase document is requested":
2. Add a filter condition for Purchaser Code = '':
3. Set up the workflow response to do nothing and show a message (such as "Enter a Purchaser Code"):
And to save time with data entry you can also enter Purchaser Codes on vendors so they have a default value but this is optional. This would accomplish the same as setting up a shortcut dimension but no customization is needed and you just need to modify workflows.
Best,
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