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Contract Approval workflow

In ProcureDesk, establish workflows for contracts to ensure they go through the required approval process before finalization.

Updated over 6 months ago

Prerequisites

  • Admin access to ProcureDesk.

Setting Up a Contract Workflow

  1. Access Workflow Configuration

    • Navigate to the Admin dashboard.

    • Go to the "Configurations" section.

  2. Manage Workflows

    • Click on "Manage workflows".

  3. Add a New Workflow

    • Click on "Add workflow".

  4. Select Workflow Scope

    • Choose "Contract" under the workflow scope.

  5. Define Workflow Steps

    Define Entry Conditions

    • If you'd like to base the workflow on entry conditions, you can select one from the dropdown menu. Options include:

      • All (if no specific entry condition is needed)

      • Department

      • Amount

      • Class

      • Account

      • Category

    Set Approval Levels

    • After setting the entry conditions, add the approval levels by choosing from the following options:

      • HR Hierarchy - if the approval should be routed to the user's Reporting Manager for approval.

      • Group Approval - if there are 2 or more approvers for the inventory order, the order can be approved as long as one approver approves it.

      • Individual User - If the approval needs to be routed to different individuals based on varying amount limits or departments.

      • Order Contact - If the document needs approval/confirmation from the user who has raised the inventory order.

  6. Save Workflow

    • Save the newly created workflow to implement it.

Post-Approval

  • Once all approval steps are completed, the contract status will automatically change to "Live," indicating it is finalized and active.


FAQs

  1. Can I edit a workflow after it's created?

    • Yes, you can modify existing workflows in the "Manage Workflows" section.

  2. What happens if a contract needs further changes after being set to Live?

    • The contract may need to go through the approval workflow process again if significant changes are required.

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