| Table of Contents |
|---|
...
How to setup the Approval Workflow for Purchase Request
...
For example, workflow can setup foreach group of required approvers and the approval steps
(1) Workflow it included 4 Approvers
- Review by 2 Approvers, Recommended by Division Director and Approved by GM (e.g. Purchase Request for Engineering Division - Department Code start with "2")
(2) Workflow it included 3 Approvers
- Review by Department Head, Recommended by Division Director and Approved by GM (e.g. Other Divisions - Department Code start with "1", "3", "4", "5")
(3) Workflow it included 2 Approvers
- Recommended by Division Director and Approved by GM (e.g. Operation - Insurance - Department Code start with "2")
(4) Workflow for approve by GM only (e.g. GMO - Department Code start with "7")
...
3 Steps below need to complete for setup the Approval Workflows:
- Create Workflow
- Setup the Approval Steps for the workflow
- Setup the Approval Actors for the workflow
How to Create the
How to setup the Approval Workflows
...
Workflow
1 - Click Search button then enter "Approval Workflows" into search box then select the link
...
Note: "2*" means all the department code it start with "2"
Example for the setup:Refer to the screen capture below, the workflow to be determinate by system according to the purchase request as follow
Case 1 - In Purchase Request record, if the Department Code is 201 and the Request Type is "General Item"
...
Then only Approval Workflow for 11 is required
Workflows Example
User can define the workflows for Purchase Request Approval.
For example, workflow can setup foreach group of required approvers and the approval steps
(1) Workflow it included 4 Approvers
- Review by 2 Approvers, Recommended by Division Director and Approved by GM (e.g. Purchase Request for Engineering Division - Department Code start with "2")
(2) Workflow it included 3 Approvers
- Review by Department Head, Recommended by Division Director and Approved by GM (e.g. Other Divisions - Department Code start with "1", "3", "4", "5")
(3) Workflow it included 2 Approvers
- Recommended by Division Director and Approved by GM (e.g. Operation - Insurance - Department Code start with "2")
(4) Workflow for approve by GM only (e.g. GMO - Department Code start with "7")
(5) Workflow for sourcing process with 2 approvers (e.g. Procurement Manager and Hea of Administration) *only applicable if Request Type is "General Items"
