Create Approval Workflows

Before you begin

Be aware that only administrators can create new approval workflows.

Create a new approval workflow

Follow these steps to create an approval workflow:

1. Sign in to your account.

2. Navigate to the main menu and select Procurement > Purchase Approval Setup.

3. In the Actions column, click Approval Workflow Setup.

4. In the Approval Workflow Setup window, do the following:

   • Purchase Approval Group - Select a group that will approve the user’s transaction when approval is required.

   • Currency - Select the currency on which the rule will apply. Selecting Any applies the rule to all currencies.

   • Publisher - Select a publisher, if you want to create a workflow role for a specific publisher. If you select Any, the workflow rules apply to all publishers.

   • Total Amount - Specify the maximum allowable spend limit for an individual transaction without the need for approval. Transactions exceeding this limit must be reviewed and approved by the designated Purchase Approval Group.

5. Click Create Rule.

6. Click Save.

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