Create approval workflows

Only administrators can create new approval workflows.

Creating a new approval workflow

To create an approval workflow:

1. Navigate to Procurement > Purchase Approval Setup.

2. In the Actions column, select Approval Workflow Setup.

3. 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.

4. Select Create Rule.

5. Select Save.