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.

Only administrators can create new approval groups. If another person wants to create workflows, either the administrator can enable access for that person, or the individual can contact their SoftwareOne Account Manager.

Creating a new approval group

To create an approval group:

1. Navigate to Procurement > Purchase Approval Setup.

2. On the Purchase Approval Setup page, select New Group.

3. In Create Approval Group, provide the following details:

   1. Name - Enter a name for the group.

   2. Approval Level - Choose an approval level from the list. You can create up to 3 levels of purchase approval groups.

   3. Login(s) - Select members that you want to add to the group.

4. Select Create. The group is created, and a confirmation message is displayed.

Only administrators can access the existing workflows and delete rules within each workflow.

Deleting workflow rules

To delete a rule within a workflow:

1. Navigate Procurement > Purchase Approval Setup.

2. On the Purchase Approval Setup page, select the user. The Approval Workflow Setup window opens.

3. In the Actions column, select Delete. Then, select Yes to confirm that you want to delete the rule.

4. Select Save.

The Marketplace Platform allows you to set up approval workflows and approval groups depending on the price or publisher. An approval group represents a set of individuals who can approve orders.

By creating workflows and approval groups, you can simplify the configuration and maintenance of the approval limits assigned to individual users.

After creating groups, you can maintain them easily by linking approval groups together through parent-child relationships. Each approval group can only have one parent, but it can be used as a child in several approval groups.

See the following links to get started with purchase approval groups:

• Create Approval Groups