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”

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

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  • You can add a Review task before the approval

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  • 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

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

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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

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

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  • Click “Save and close” and active the workflow

 

For more details about workflow:

* Setup a Worfklow

* Workflow with hierarchy

* Signing limit in workflow

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One thought on “Setup Procurement workflow

  1. Hi Violane ,

    Could write a blog for the below Purchase order sceneario .

    Header Conditon :

    Always Purchase order approved by Purchase manager and Finance manager also ,
    If the purchase order amount is greater then $10000 then it should apporve by CFO also ( total 3 approvers).

    along with that Line condition :

    a) If the PO item is the Raw Material then it should approved by RM manager ,
    b) If the PO item is the Electrial Material then it should approved by Elect manager
    c) If the PO item is the Consumable Material then it should approved by Stores manager.

    I got struck with the above scenario and ..I already gone through your blog.. did not find in detail that how to create , Could you please blog that scenario in detail with the header and line ?

    Thanks in advance for the help.

    Reply

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