Approval Workflow

• Approval Workflow Setup

Approval Workflow Setup

Step 1: Workflow

• Find active workflow in the toolbar at the purchase order transaction window.
• Search that active workflow in the workflow window.
• Create a new node in the workflow as (Request For Approval)*
• Set configuration as below mentioned 

1. Entity Type: User Maintained
2. Workflow Responsible: There are two types (1. Invoker, 2. Organization)
          1) Invoker: It will take supervisor if from user window.
          2) Organization: It will take user name from the organization window
3. Start Node: Automatic
4. Joint Element: OR
5. Action: User Choice
6. Column: IsApproved
7. Add Next node as (complete) in Transition TAB.
8. Select Prepare Node and add below Transition 
   1) Transition-1: Request For Approval
       Condition-1: Sequence 10 (And/Or = And, Column = IsApproved, Operation: =, Value: N, Entity Type: Konnect Analytics)
       Condition-2: Sequence 20 (And/Or = And, Column = IsSOTrx_Sales Transaction, Operation: =, Value: N, Entity Type: Konnect Analytics)
   2) Transition-2: Complete
       Condition-1: Sequence 10 (And/Or = Or, Column = IsApproved, Operation: =, Value: Y, Entity Type: Konnect Analytics)
       Condition-2: Sequence 20 (And/Or = Or, Column = IsSOTrx_Sales Transaction, Operation: =, Value: Y, Entity Type: Konnect Analytics)

Step: 2 Role & User

• User Role: Set Approval limit for that role and also can set a cumulative Amount for all the transaction. uncheck Approve own documents, Check access all org and set supervisor in user window.
• Approver Role: Set Approval limit (999,999) for that role and also can set a cumulative Amount for all the transaction. Check Approve own documents.
• Note: If Approver is not set in the supervisor field (user or Organization) system will throw an error as no approver.

Step: 3 Approval Flow

• The system will check either supervisor mapped to that user.
• Next, it will check the currency to have any conversion.
• Next, it will check the requested approval amount is within the approval amount configured in Role.
• Next, it will check the requested approval amount is within the Approval Amount Accumulated.
• Requested Approval will show in workflow activities on the home page.