Purchasing

Get Involved. Join the Conversation.

Topic

    William Knowles
    Purchase Order Approval Rules
    Topic posted March 3, 2017 by William KnowlesSilver Medal: 2,000+ Points, tagged Approvals 
    225 Views, 6 Comments
    Title:
    Purchase Order Approval Rules
    Summary:
    Combining both parallel and series branch rules for PO approvals
    Content:

    Excluding pre and post-approval rules - is it possible to create a purchase order approval rule that starts with consensus parallel approval and ends with a series approval?  E.g. I would like buyer, buyer's manager and department head to approve PO first in parallel consensus.  After all users approve (and if the PO amount is greater than $500K), then next the PO should go to the CEO for last approval.

    Image:

    Comment

     

    • Jim Van Tongerloo

      Hi William,

      I'm afraid this is one of the big restrictions in the approval workflow.

      You might want to take a look at the BPM representation of DocumentApproval workflow (Bell Icon > Procurement > Click your name > Administration > Task Configuration > Look for 'DocumentApproval' in the list > Go to 'Assignees' tab).

      You can see that you will need the pre-approval and post-approval stages to become what you described. Within the Terms Stage, setting up your rules will result in everything to run parallel.

      I suggest you to use the Parallel Preapproval Consensus rule (Preapproval stage) to define your first three assignments. Then assign the CEO rule in the Terms Stage (Serial Terms Approval, for example).

      Jim

       

       

    • William Knowles

      Yes, this will likely work (since I did the same using Terms Stage and Port Approval Stage) but I wanted to have the necessary rules in just the Terms Stage.  Auditors may question why "approvals" are being captured in pre and post stage.

    • Jim Van Tongerloo

      Hi William,

      I have asked myself, and Oracle, the same thing. But this is just the standard way of Fusion.

      I'm afraid we'll have to do with what we get until they decide to enhance the approval flows a bit (ER exists).

      Jim

      • Emre Kuscu

        Jim,

        Can you please provide the ER info?

        Thanks,

        Emre

        • Jim Van Tongerloo

          Hi Emre,

          Feel free to have your SR linked to this ER. The more the merrier I'd say. This is the ER they logged for my SR:

          Bug 25607243 : PROCUREMENT APPROVAL WORKFLOWS PROCESS IS TOO LIMITED

    • William Knowles
      Thanks Jim