Self Service Procurement

Get Involved. Join the Conversation.

Topic

    Avesh Ganodwala
    Requistion Approval FlowAnswered
    Topic posted May 24, 2019 by Avesh GanodwalaSilver Medal: 2,000+ Points, tagged Approvals, Approvals/Notification, How-To, Tip 
    101 Views, 6 Comments
    Title:
    Requistion Approval Flow
    Summary:
    How to configure requisition approval flow
    Content:
    How to configure requisition approval flow

    We are planning to setup Approval's for Requisition Creation process as below.

    Groups Created:

    GR1: User1, User2

    GR2: User3, User4

    GR3: User5, User6

     

    The way approval should flow is ,1st it should go to all the members of GR1 (User1 and User2).

    Once one of the members of the group approves it , it should go to all the members of next group GR2 (User3, User4).

    Once one of the members of the group approves it, it should go to all the members of the next group GR3 (User5, user6)

    Once it is approved by any member of the GR3, the supplier should get approved.

    If I am using parallel approval with first responder wins, it is going to all the approvals at once.

    If I am using Serial approval, it is going to every person of the serially E.g (User1 first and then to User2)

    COuld you please help how to acheive this requirement.

    Version:
    19A

    Best Comment

    Jim Van Tongerloo

    Hi,

    (Same as in purchasing)

    Please use the Parallel node with First responder wins, one in every stage.

    Meaning:

    Preapproval stage: first responder wins (GROUP1)
    Header stage: first responder wins (GROUP2)
    Postapproval stage: first reponder wins (GROUP3)

    Doing this within 1 and the same stage, everyone will be involved indeed.

    Note that this heavily depends on the number of stages available and the number of times you want to use a first responder wins parallel type.

    Jim

    Comment

     

    • Ashok

      Avesh

      My colleague may have posted a response for a similar post on the Purchasing forum that I presume you created? Can you check and confirm?

    • Ashok
    • Jim Van Tongerloo

      Hi,

      (Same as in purchasing)

      Please use the Parallel node with First responder wins, one in every stage.

      Meaning:

      Preapproval stage: first responder wins (GROUP1)
      Header stage: first responder wins (GROUP2)
      Postapproval stage: first reponder wins (GROUP3)

      Doing this within 1 and the same stage, everyone will be involved indeed.

      Note that this heavily depends on the number of stages available and the number of times you want to use a first responder wins parallel type.

      Jim

    • Niamath Jeddy

      Alternately, this can be handled in a single approval stage by leveraging position based hierarchy.

      1. Assign position P1 to all users in group1. Likewise assign position P2 to all users in group2. This can be done for any number of groups you intend to have.

      2. In a single approval stage of 'first responder wins' , setup the action to leverage position based hierarchy.

      This way, approvals will traverse from position P1 to P'N' and in each position level approval notification will go to all members of that position (group) for anyone to approve. Once anyone approves, notification goes to members of next position.

      Regards,

      Niamath