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Approval Workflow based on GL Code
Approval Workflow based on GL Code
Updated over 2 weeks ago

Prerequisites

Before you begin, ensure:

  • You have the Admin role on your account.

Step-by-Step Instructions

Step 1: Access "Manage Workflows"

  • Go to the Admin section.

  • Click on Configurations in the admin panel.

  • Select Manage Workflows from the configuration options.

Step 2: Create or Edit a Workflow

  • To edit an existing workflow, click on the workflow number.

  • To create a new workflow, click on Action > Add Workflow. Also, select a "Workflow Scope" to determine on which document the approvals should work on.

  • Under Approval Levels, select "Individual User" for Workflow Type and click "Add Condition".

  • Choose the user who should be the approver.

  • Under Type, select "Account", then pick the GL Code from the dropdown.

  • Click "Add Level" to add an approver for other GL Codes and follow the same process.

  • Click Save and then Submit to apply the changes.


FAQs

1. Can I modify the approvers after setting up the workflow?

  • Yes, you can edit the workflow anytime by navigating to Manage Workflows, selecting the workflow, and modifying the approver settings.

2. How can I check if the workflow is working correctly?

  • After setting up the workflow, test it by creating a sample PO and verifying if it follows the assigned approval path.
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