Customizing the Requisition Approval Workflow
You can modify the requisition approval routing process used by the standard Requisition Approval Workflow to fit your specific business requirements. For example, you can modify the approval chain by designating a substitute approver when the regular approver is not available. The steps to approve a requisition depend on the way the workflow is set up.
For other ways to customize a workflow such as sending email and fax, see Using Custom SuiteFlow Workflows for Approval Routing. To read about how the Requisition Approval Workflow is setup and organized, see Requisition Approval Workflow States.
To begin your customization:
-
To copy the workflow, go to Customization > Scripting > Workflows.
-
From the workflow list, select a workflow to customize.
-
Point to the More link.
-
Select Make Copy.
A copy of the workflow is displayed.
For more information, see Copying a Workflow.
After copying and customizing one or both workflows, be sure to run it. For instructions, see the topic Running the Requisition Approval Workflow.