Purchase Order Basic Approval Template
The Purchase Order Basic Approval Template creates a workflow that allows a user to create and edit a Purchase Order record and send it for approval. After you create a workflow based on this template, you can edit the workflow to customize it according to your business needs. See Creating a Workflow from a Workflow Template.
The Purchase Order Basic Approval workflow implements the following rules:
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The workflow initiates on any creation event on a purchase order.
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The supervisor of a user that creates a purchase order must approve the purchase order. Users with no supervisor cannot send the purchase order for approval.
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After the purchase order is submitted for approval, the purchase order is locked to all users except the supervisor.
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Rejected purchase orders can be submitted for approval again.
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The purchase order does not exit the workflow after the purchase order is approved. The record is locked to all users except administrators.
This workflow requires the following features, preferences, and permissions enabled:
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Purchase Order feature. Go to Setup > Company > Enable Features, and enable Purchase Orders under Basic Features on the Transactions subtab. See Transaction-Related Features.
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Purchase Order Approval Routing. Go to Setup > Accounting > Accounting Preferences, and enable Purchase Orders under Approval Routing on the Approval Routing subtab. See Approval Routing Accounting Preferences.
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Allow Default Email on Purchase Orders using Suiteflow Approval Routing preference. Go to Setup > Accounting > Accounting Preferences and select Allow for the preference under Purchasing on the Order Management subtab. See Order Management Accounting Preferences.
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Purchase Order Approval permission
Workflow Definition Properties
The following table describes the workflow definition properties for the Purchase Order Basic Approval Template’s workflow definition:
Section |
Property |
Value |
---|---|---|
Basic Information |
Record Type |
Transaction |
|
Sub Types |
Purchase Order |
|
Execute As Administrator |
checked |
|
Release Status |
Not Initiating |
|
Keep Instance and History |
Only When Testing |
|
Enable Logging |
checked |
|
Inactive |
clear |
Event Definition |
On Create |
checked |
|
On Update |
clear |
|
Condition |
None |
|
Trigger Type |
All |
Workflow Fields
The following table describes the workflow fields in the Purchase Order Basic Approval Template’s workflow definition:
Workflow Field Name |
Description |
---|---|
Created By |
Stores the List/Record of the employee that created the purchase order. |
States, Actions, and Transitions
The following table describes each state in the Purchase Order Basic Approval Template’s workflow definition and the actions and transitions in each state:
State Name |
Actions |
Transitions |
---|---|---|
Initiation |
|
|
Pending Approval |
|
|
Approved |
|
None. The purchase order stays in the Approved state of the workflow, locked to all users except administrators. |
Rejected |
|
|