Prerequisites
Access to the Admin side of ProcureDesk.
Step-by-Step Instructions
Step 1: Access Workflow Configurations
Log in to ProcureDesk.
Navigate to the Admin side of ProcureDesk.
Go to Configurations.
Click on Manage Workflows.
Step 2: Add a New Workflow
Under the "Actions" section, click on the Add workflow button.
Step 3: Configure Department-Based Approval Workflow
You have two options for setting up department-based approval workflows:
Option 1: Department-Based Entry Condition
Set the entry condition for the approval workflow to be based on the Department.
Add a new level and add the remaining approval levels by selecting from options such as:
HR Hierarchy
Group Approval
Individual User
Order Contact
Option 2: Department-Based Condition at Approval Levels
Set the department-based condition at individual approval levels.
Assign approvers to each approval level based on the department by adding approver names to the associated levels.
Step 4: Set Workflow Scope
Once the workflow setup is complete, define the workflow scope (i.e., the module to which the workflow applies).
Options include: Invoice, PO Invoice, Order, Receipt, and Request Purchase.
FAQs
Can I set multiple approval levels for different departments?
Yes, you can configure multiple approval levels and customize them according to the department's requirements.
Can I apply the same workflow for different modules?
Yes, you can reuse workflows across various modules like invoices, purchase orders, and receipts by adjusting the workflow scope.