Setup Procurement workflow

This article describes how to setup a procurement workflow. You can setup a workflow at the header level or at the line level (each line need an approval). If you setup the workflow at the line level, the PR is processed only when all the lines are approved.

Workflow at the header level

Access: Procurement and sourcing > Setup > Procurement and sourcing workflows

• Click “New”
• Select workflow type = “Purchase requisition review”
• Click “Create workflow”

• Add an approval element and linked it to the Start and the End

• You can add a Review task before the approval

• Complete all the elements with:
  • Notification
  • Assignment
  • Conditions…

Once the workflow is ready and the Error pan empty, click “Save and close” and active the workflow

Workflow at the line level

Access: Procurement and sourcing > Setup > Procurement and sourcing workflows
To setup a workflow at the line level, you need two workflows:

• One workflow with the type = “Purchase requisition review”
• One workflow with the type = “Purchase requisition line review”

1.Purchase requisition line review

• Create the “Purchase requisition line review” workflow

• Create the workflow with approval element
• Add condition, review task,….

Complete all the elements with:

• Notification
• Assignment
• Conditions…

Once the workflow is ready and the Error pan empty, click “Save and close” and active the workflow
2.Purchase requisition review (Header)

• Create the “Purchase requisition line review” workflow
• Add a “Purchase requisition line item workflow” element

• Click “Properties”
• And select the workflow created in step 1

• Click “Save and close” and active the workflow