Running the Requisition Approval Workflow
Upon installing the Requisition Approval Workflow, the following workflows are added to your account:
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Requisition Approval – Main
This workflow verifies that the user has an Employee Center role. Requests from valid users are transferred to the Requisition Approval – Employee Center workflow. Requests from other roles are automatically approved.
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Requisition Approval – Employee Center
This workflow processes requisition requests from users with the Employee Center role. It validates the requisition amount against the purchase and purchase approval limits to determine if the request requires manual approval.
Both workflows should be running to complete the approval routing process.
To run the requisition approval workflow:
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Go to Customization > Scripting > Workflows.
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On the Workflows list, select one of the following:
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If you are running the default workflow, click the workflow name, Requisition Approval – Main.
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If you are running your custom workflow, click the Edit link for your workflow.
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On the Workflow subtab, click the pencil icon.
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In the Workflow popup window, select one of the following:
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If you are running the default workflow, click Change Status.
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If you are running your custom workflow, in the Release Status field, select Released.
Important:Before running your custom workflow, disable the original Requisition Approval Workflow by setting the release status of the two workflows to Not Running.
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Click Save.
When you return to the list of installed workflows, the release status for the workflow should display Released. Do the same for the Requisition Approval – Employee Center workflow.
For more information, see Release Status.
After you run the workflow, set your required preferences. For more information, see Setting Requisition Approval Workflow Preferences.