1 of 1

Create Approval Workflows

Only administrators can create new approval workflows.

Creating a new approval workflow

To create an approval workflow:

Navigate to Procurement > Purchase Approval Setup.
In the Actions column, select Approval Workflow Setup.
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 Create Rule.
Select Save.

Create Approval Workflows

Only administrators can create new approval workflows.

Creating a new approval workflow

To create an approval workflow:

Navigate to Procurement > Purchase Approval Setup.
In the Actions column, select Approval Workflow Setup.
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 Create Rule.
Select Save.

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.