1. SCM (Supply Chain Management)
  2. Vendors, Purchasing, and Receiving
  3. Purchasing and Receiving
  4. Purchase Contracts and Blanket Orders
  5. Blanket Purchase Order Approval Workflow
  6. Setting up the Blanket Purchase Order Approval Workflow

Setting up the Blanket Purchase Order Approval Workflow

Prerequisites

To enable blanket purchase order approval workflow prerequisites:

  1. Go to Setup > Company > Setup Tasks > Enable Features.

  2. On the Transactions subtab, check the Blanket Purchase Orders box.

  3. On the Employees subtab, check the Approval Routing box.

  4. On the SuiteCloud subtab, check the SuiteFlow box.

  5. Go to Setup > Accounting > Accounting Preferences, and on the Approval Routing subtab.

  6. Check the Blanket Purchase Orders box.

  7. Click Save.

For more information about enabling features and preferences, see Enabling Features.

Installing the Blanket Purchase Order Approval Workflow

The Blanket Purchase Order Approval Workflow is included in the Advanced Procurement SuiteApp. Verify your Advanced Procurement Module account using the following SuiteApp details:

For instructions on installing a SuiteApp, see Installing a Bundle.

Note:

This is a managed SuiteApp and is automatically updated whenever there are upgrades. Issue fixes and enhancements are available after the SuiteApp is updated in your account.

To verify that the workflow is added to your account, go to Customization > Scripting > Workflows. On the Workflows list, look for the Blanket PO Approval Workflow.

Roles and Permissions

By default, the following roles are given Full permissions to the Blanket Purchase Order Approval Workflow:

Take note of the following reminders when setting up the users and approvers:

Blanket purchase orders without an identified approver are automatically approved because they cannot be routed for approval. For instructions on designating a supervisor, see Assigning a Supervisor to an Employee. For instructions on setting a purchase approval limit, see Supervisors, Approvers, and Approval Limits.

Running the Blanket Purchase Order Approval Workflow

After installing or creating your custom Blanket Purchase Order Approval Workflow, you have to run it by updating the release status.

To run the blanket purchase order approval workflow:

  1. Go to Customization > Scripting > Workflows.

  2. On the Workflows list, do either of the following:

    • If you are running the default workflow, click the workflow name, Blanket PO Approval Workflow.

    • If you are running your custom workflow, click the Edit link for your workflow.

  3. On the Workflow subtab, located at the right side of the page, click the pencil icon.

  4. In the Workflow popup window, do either of the following:

    • If you are running the default workflow, click Change Status.

    • If you are running your custom workflow, in the Release Status field, select Released.

      Important:

      Before running your custom workflow, be sure to disable the original Blanket PO Approval Workflow by changing its release status to Not Running.

  5. Click Save.

After running the workflow, when you return to the list of workflows, the release status should display Released. For more information about running a workflow, see Release Status.

Related Topics

General Notices