Purchase Contract Approval Workflow

The Purchase Contract Approval Workflow validates a purchase contract and handles its approval routing. The workflow determines the need for approval by comparing the amount on the contract and the purchase limit of the requesting employee. It identifies the approver of a contract based on the purchase approval limit that you set for each supervisor or purchase approver. You can customize the workflow to suit your specific requirements.

The Purchase Contract Approval Workflow compares the maximum contract amount with the limit you set for the employee and approver. For example, an employee submits a purchase contract with a maximum amount of 2,000.00. The purchase and purchase approval limits are set as follows:

Role	Purchase/Purchase Approval Limit
Employee	1,000.00
Purchase Approver	1,500.00
Supervisor of Purchase Approver	3,000.00

The purchase contract requires approval by the purchase approver and a higher approver for the following reasons:

• The maximum amount exceeds the employee’s purchase limit.

• The maximum amount exceeds the purchase approver’s approval limit.

• The purchase approver’s supervisor has a purchase approval limit that can cover the maximum amount.

If an employee has both a designated purchase approver and supervisor, the purchase approver is selected as the approver of the contract. The workflow uses the purchase approval limit of the purchase approver for the validation.

For more information, see Purchase Contract Approval Workflow States.

Availability

The Purchase Contract Approval Workflow is included in the Advanced Procurement SuiteApp, which is available to accounts with the Advanced Procurement Module.

Limitation

The Purchase Contract Approval Workflow does not yet support the Multiple Currencies feature. This includes differences that may occur between the transaction amount and purchase or purchase approval limits.

Note:

The SuiteFlow conditions used for Bulk Approvals for records using custom approvals have been updated for the purchase contract record.

Prior to 2016.2, the workflow button’s condition and the Next Approver condition were used to filter records for bulk approvals for the purchase contract record. The Next Approver condition checks that the Next Approver field on the record contains the current logged in user. Beginning in 2016.2, the Next Approver condition is no longer used to filter records for bulk approvals for this record. Records are now filtered for bulk approvals using only the workflow button’s condition. To continue to filter records based on the Next Approver field, you must add the condition to the workflow button condition. If you require assistance, contact Customer Support.

Related Topics

• Setting up the Purchase Contract Approval Workflow
• Customizing the Purchase Contract Approval Workflow
• Purchase Contracts
• Enabling the Purchase Contracts Feature
• Creating Purchase Contracts
• Using Purchase Contracts on Purchase Orders
• Blanket Purchase Orders
• Setting up the Blanket Purchase Orders Feature
• Creating a Blanket Purchase Order
• Releasing Items on a Blanket Purchase Order
• Blanket Purchase Order Approval Workflow
• Purchase Contracts and Blanket Orders

General Notices