Hello,
I have a business request to not allow posting of any invoices over a specific amount if they are not linked to a purchase order.
My idea was to use the vendor invoice workflow and set up the following steps:
- If invoice total is less than [amount] OR invoice total is over [amount] but PO field is not empty -> auto approve
- If invoice total is over [amount] and PO field is empty -> auto reject
The invoices shouldn't be assigned to anyone for approval, they should simply be automatically rejected or automatically approved.
However, I can't seem to get this behaviour in the workflow designer?
If I use the Approval step, it requires me to assign it to someone ("Selected assignment type: None is not supported").
If I use a conditional decision, the only thing I could think of was to create a task and assign it to the workflow originator if the conditions are not met. However, if the user receives this task and they simply click "Complete", the workflow finishes and they can proceed with invoice posting even if they didn't update it. I couldn't find a way to force the users to resubmit the invoice to the approval workflow.
Does anyone have any useful tips on how to implement this request?
