Overview:

These types are used in the Purchase Requisitions module when Creating Purchase Requisitions. The main purpose is to allow the creation of multiple schemas for the same Financial Company, Profit Centre, or Job, with different PO approval steps. This is optional to have; requisitions don't need to have a Workflow TypeThey define the classification of that requisition.

Screen Guide:

To add a new line, click the + New PO Creation Type button.

• PO Creation Type is the name given to the existing type.
• Classification is the outcome of the type, chosen between Create Conditional, Approved, Unapproved, or No PO.
• Order lets you define the order in which the types are displayed.
• Inactive marks the type so that it is not used for future workflows.

Next Steps:

Once you create your types they can be applied to Purchase Requisitions in Purchase Requisitions List.