Overview:

Purchase Orders approvals have been upgraded to include Workflow Schemas in addition to the base Approval model. This is in the same pattern as that for AP Vouchers. Some key points regarding this feature are listed.

Screen Guide:

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The Create/Edit Purchase Order screen may now use Workflow approval displaying the elements as above.

• The workflow approval option is enabled by specifying 'Workflow' for the Control Parameter 'PO Approval Process'.

• Define appropriate Workflow Schema for the Document Type of ‘Purchase Order’ - there is no default workflow for this type.

• The PO Workflow Schema must match

• the Supplier's Financial Company, the Profit Centre of the PO's first line,

•  or the Job of the PO's first line.

• Workflow Schema functions remain as per normal, the pertinent fields being ‘Job Manager’ and ‘Job Account Manager' for determining authority.

• The workflow pattern is as that for AP Vouchers i.e.no technical review; with selectable reviewers & approvers.

• Users with ‘Purchase Order Admin Review/Approval’ permission may intervene in the approval process and require ‘PO Approvers Limit’ setting that mandates approval limits.

• The setting 'Purchase Order Workflow Email Enabled' defines email notification by the workflow at global or person level.