Prerequisites
Admin access to ProcureDesk.
Setting Up a Contract Workflow
Access Workflow Configuration
Navigate to the Admin dashboard.
Go to the "Configurations" section.
Manage Workflows
Click on "Manage workflows".
Add a New Workflow
Click on "Add workflow".
Select Workflow Scope
Choose "Contract" under the workflow scope.
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.
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
Can I edit a workflow after it's created?
Yes, you can modify existing workflows in the "Manage Workflows" section.
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.