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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?
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.
Ok thank you!
But is it possible to then add new lines to the invoice?
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.
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.
Yes, totaly understand. Tha functionality will loose its purpose it this wouldn't be the case. Thank you!
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.
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