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    Matyas Kiss
    How to customize PR Approval Flow in order to avoid Self...
    Topic posted October 10, 2019 by Matyas KissBlue Ribbon: 750+ Points, tagged Approvals, Approvals/Notification, How-To, Requisition Processing, Setup 
    34 Views, 2 Comments
    Title:
    How to customize PR Approval Flow in order to avoid Self Approval
    Summary:
    How to customize PR Approval Flow in order to avoid Self Approval
    Content:

    Hi all,

    Could you please help me with some ideas how to construct our PR approval flow in order to avoid self approval. Please find below how is the logic right now:

    1. Cost center based approval: Requester (or someone on behalf of requester) submits the PR --> PR reach the Cost Center Owner --> if the CCO limits is not enough, then --> CCOs Line Manager

    2. Project code based approval: Requester (or someone on behalf of requester) submits the PR --> PR reach the Project Manager --> if the PM limits is not enough, then --> PMs Line Manager

    Our gap in approval flow is that the PM / Cost Center owner can approve their own costs (within their approval limits), especially when their PR has been requested on behalf of someone, because when they are both creator/requester then we found the below option.

    We found and applied the "Skip creator for Approval List" option, hence if the Requester=Creator, then the PR will skip the requester and self approval is not possible, but the issue we have is when the Creator different than the Requester.

    Also, we have cases when the Requester is the Line Manager of the PM or Cost Center Manager, here self approval happens too within their limits.

    We are looking for any logic / attribute / actions or any other option that can help us to make the approval flow N+1.

    Thank you in advance.

    Matyas

    Version:
    Cloud 19C

    Comment

     

    • Vikram

      Hi,

      See if this works out if Cost Center Managers & PMs are not a long list

      Create new rule. Add all the conditions from your existing rule plus an extra condition that requester is in (list of CC Mgrs & PMs) then action should be 'Route Using Single Approver' and User Type is 'Requester'.

      Expected result: If PR is requested by someone other than PM, then only your existing rule will execute but not the new rule. If PM is the requester, both rules will be executed.

      Please let us know how it goes.

    • Suman Guha

      Moved from Purchasing forum.