Siebel eSales Administration Guide > Modifying Order Workflows > Siebel eSales Order Workflows >

Purchase Approval

A purchase order must be either approved or rejected by either a purchasing manager or a delegated customer administrator if the order is over the auto-approval limit.

eSales - Approve Order Process

The workflow for approving purchase orders is shown in Figure 23.

Figure 23. eSales - Approve Order Process

The eSales - Approve Order Process is called when a delegated customer administrator or purchasing manager clicks Approve in the My Orders view. The following events happen:

• The process calls the eSales - Current User Type workflow (see Figure 21) to determine the user type.
• If the customer is not a power user, the process ends.
• If the customer is a power user, the process determines whether the PO status is Pending because no PO number was entered. If the PO status is Pending, the eSales - Display Error Process workflow is called, an error message is generated, and the customer is returned to the Order Approval view where the customer can enter the PO number.
• If the PO status is not Pending, the process determines the order status.
  • If the order status is Awaiting Approval, the PO status is set to Approved and the Send Order Accepted Email (eSales) workflow (see Notifications) is called.
  • If the order status is not Awaiting Approval, the process ends.

eSales - Reject Order Process

The workflow for rejecting purchase orders is shown in Figure 24.

Figure 24. eSales - Reject Order Process

The eSales - Reject Order Process is called when a delegated customer administrator or purchasing manager clicks Reject in the My Orders view. The following events happen:

• The process calls the eSales - Current User Type workflow (see Figure 21) to determine the user type.
• If the user is not a power user, the process ends.
• If the user is a power user, the Add Comments view appears, where the user can explain why the order has been rejected. The user then has two choices:
  • Cancel. The comments are not saved, and the Order Approval view appears. The status of the order is unchanged; it is still Awaiting Approval.
  • Continue. The comments are saved and the order status is set to Rejected. The Send Order Rejected Email (eSales) workflow (see Notifications) is called and the Order Approval view appears.