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Separate approval with Prepayment terms in PO

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Posted on by Charlotte Yin

Hi Supporter,

Is it feasible to implement a unified workflow that can handle both POs with prepayment and POs without prepayment, while still having distinct approval paths based on the presence or absence of prepayment terms?

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Charlotte Yin 33 on at

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Separate approval with Prepayment terms in PO

Hi Kevin,

Thank you for your reply. Is there a better method to separate the POs with prepayment from those without prepayment in the workflow?

Best regards,

Charlotte
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Kevin Xia Microsoft Employee on at

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Separate approval with Prepayment terms in PO

Hi,

Yes, it is feasible to implement a unified workflow that can handle both purchase orders (POs) with prepayment and POs without prepayment, while still having distinct approval paths based on the presence or absence of prepayment terms.

You can set up a workflow with conditional stages and approval paths based on predefined criteria. Here's how you can achieve this:

Define separate approval paths: Create two distinct approval paths, one for POs with prepayment terms and another for POs without prepayment terms. Each path will have its own set of approvers and approval steps.

Set up conditional stages: Configure the workflow to include conditional stages that evaluate the presence or absence of prepayment terms in the PO. These conditions will determine which approval path the PO should follow.

Assign appropriate approval tasks: Based on the evaluation of the conditional stages, assign the relevant approval tasks to the appropriate individuals or groups within the organization.

Best regards,

Kevin