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Type of Workflow for Purchase Request 
  • 5 types of workflows below, each workflow has specific Approval Steps it setup in "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"
How to setup the Approval Workflows

Steps for setup Approval Workflow

1 - Click Search button then enter "Approval Workflows" into search box then select the link

2 - Click "Edit List" then enter the ID into the new blank row

     Workflow ID - User defines the workflow id for the approval workflow

     Workflow ID can be divided by type of workflow and filtered by the department code.

3 - Fill below information:

(1) Description - Description for the workflow id

(2) Request Type Filter - enter "General Items" if the Purchase Request is required PO (e.g Sourcing Process if required)

(3) Department Code - the code filtered to trigger this workflow

      Note: "2*" means all the department code it start with "2" 

Example for the setup:

Case 1 - In Purchase Request record, if the Department Code is 201 and the Request Type is "General Item"

              Then the Approval Workflow for 11 and 21 is required for the purchase request

Case 2 - In Purchase Request record, if the Department Code is 201 and the Request Type is "Exceptional items" or "Special and Miscellaneous Expenses"

              Then only Approval Workflow for 11 is required

Workflows example




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