Checklist: Configure and Enable Approvals for the Purchasing and Inventory Applications
You can set up a process for approving purchase requisitions, request for price quotes, purchase orders (including change orders and release orders), and inventory item requests that is based on an approval workflow.
You set up and enable approval workflows individually for an application.
Step | Description | Location |
---|---|---|
1 | If you use organizations in Vantagepoint and you want Purchasing or Inventory items to be approved by someone at the organization level, add approval roles at the organization level. Assign an employee to the approval role. |
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2 | Create approval workflows for each Purchasing application--Purchase Requisitions, Request for Price Quotes, and Purchase Orders (includes change orders and release orders for blanket purchase orders)--and for Inventory Item Requests. | You create an approval workflow, assign the specific Purchasing application for which it applies, set up the steps for it, and add approvers and notification alerts for each step. |
in the desktop application
3 | Enable approvals for each Purchasing application, and assign an approval workflow for them. | In the Approvals section of the General tab, select the Use Approval Workflow for Requisitions, Use Approval Workflow for RFQs, and Use Approval Workflow for Purchase Orders check boxes. Then select the approval workflow to use in the field beside the check boxes. When you save these settings, the next time a user clicks Submit on the toolbar of a Purchasing application entry form, the approval process starts for the Purchasing record. A Progress tab displays on the Purchase Orders form. |
in the desktop application
4 | Assign an approval workflow for Inventory item requests. Inventory item requests are required to go through an approval process. | In the Global Options section of the Inventory tab, select the approval workflow to use for inventory item requests in the Approval Workflow for Item Requests field. When you save this setting, the next time a user clicks Submit on the toolbar of the Items Request entry form, the approval process starts for an inventory item request. |
in the desktop application