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.