Running the Purchase Order Approval Workflow SuiteApp
After you have installed the Purchase Order Approval Workflow, the following workflows are added to your account:
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PO Approval – Main
The Main workflow validates the role of the purchase order creator before transferring the request to the Employee Center workflow. Requests from those with the Employee Center role are transferred. Requests from other centers are not transferred and are automatically approved.
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PO Approval – Employee Center
The Employee Center workflow handles the approval processing of requests from users with the Employee Center role. It compares the purchase limit and purchase approval limit to determine whether the request requires approval.
Both workflows should be running to complete the approval routing process.
To run the Purchase Order Approval Workflow SuiteApp:
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Go to Customization > Scripting > Workflows.
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On the Workflows list, do either of the following:
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If you are running the default workflow, click the workflow name, PO 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, located at the right side of the page, click the pencil icon.
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In the Workflow popup window, do either 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 Purchase Order Approval Workflow by setting the release status of the two workflows to Not Running.
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Click Save.
Do the same for the PO Approval – Employee Center workflow.
When you return to the list of installed workflows, the release status for the workflow should display Released. For more information about release statuses, see Release Status.