Purchase requisition workflow:
This article describes how to set up in the purchase requisition workflow the approval element done by the project manager.
1/ Create a workflow Participant
Access: Procurement and sourcing > Setup > Policies > Purchase requisitions expenditure reviewers- Click “New” to create a new expenditure reviewer
- Select the company
- Select “Project Manager”
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2/ Setup the workflow
Access: Procurement and sourcing > Setup > Procurement and sourcing workflowIn the workflow, line or header level, add a condition element to check if there is a project populated in the purchase requisition:
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- Click “Properties”
- Enter a new title
- Select the condition:
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Add a new approval element
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Click “Properties” and enter all the information:
- Title
- Notifications
- Actions allowed
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Go to the level down, to complete the approval step
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- Populate all the text required in the Basics settings
- Click “Assignment”
- Select “Participant”
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In the Role base tab:
- Select Type of participant = Expenditure participants
- Select participant = Project manager
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- Complete the time limit and the completion policy
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The workflow is going to refer to the project setup, to assign the approval to the project manager:
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