Purchase requisition workflow: Approval by the Project Manager

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”

image

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:

image

  • Click “Properties”
  • Enter a new title
  • Select the condition:

image

Add a new approval element

image

 

Click “Properties” and enter all the information:

  • Title
  • Notifications
  • Actions allowed

image

Go to the level down, to complete the approval step

image

  • Populate all the text required in the Basics settings
  • Click “Assignment”
  • Select “Participant”

image

In the Role base tab:

  • Select Type of participant =  Expenditure participants
  • Select participant = Project manager

image

  • Complete the time limit and the completion policy

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

image

The workflow is going to refer to the project setup, to assign the approval to the project manager:

image

Advertisements

One thought on “Purchase requisition workflow: Approval by the Project Manager

  1. Hi
    I am trying to do the same but after the project manger approval I would like to use the manager hierarchy to find out if the project manager has enough signing limit and if not the approval should go the the manager of the project manager. I can only get the the manager hierarchy approval to start from the origial user.

    Do you know if this can be done?

    Best regards

    Anja

    Reply

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s