Purchase requisition workflow

This article describes how to set up in the purchase requisition workflow the approval element done by the project manager.

1/ Create a workflow Participant

Access: Procurement and sourcing > Setup > Policies > Purchase requisitions expenditure reviewers

• Click “New” to create a new expenditure reviewer
• Select the company
• Select “Project Manager”

2/ Setup the workflow

Access: Procurement and sourcing > Setup > Procurement and sourcing workflow

In the workflow, line or header level, add a condition element to check if there is a project populated in the purchase requisition:

• Click “Properties”
• Enter a new title
• Select the condition:

Add a new approval element

Click “Properties” and enter all the information:

• Title
• Notifications
• Actions allowed

Go to the level down, to complete the approval step

• Populate all the text required in the Basics settings
• Click “Assignment”
• Select “Participant”

In the Role base tab:

• Select Type of participant =  Expenditure participants
• Select participant = Project manager

• Complete the time limit and the completion policy

Check that the error panel is empty and save the new version of the workflow

The workflow is going to refer to the project setup, to assign the approval to the project manager: