Interview Questions

Sunday, March 13, 2016

Purchase requisition workflow


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 workflow
In 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
Check that the error panel is empty and save the new version of the workflow
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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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