Use Approval Workflows Configuration to set up and configure approval workflows that allow you to use an approval process for Purchasing and Inventory applications, accounts payable vendor invoices, and employee absence requests.
You set up an approval workflow for each application.
Approval workflows identify the steps in the approval process, the employees assigned to approve a record for each step, and the notification alerts to send for each step to keep the approval process on schedule.
You can create simple approval steps or more complex, multitiered conditional steps for approval workflows. For example, if a purchase order is over a certain monetary amount, you can have it routed to different approvers than if it is under a certain monetary amount.
You set up notification alerts for approval steps to be delivered by email or dashboard. The alerts let employees know when a record is ready for their review, when it is past due, when it is approved, and so on.
You set up and configure approval workflows for an application in
. This configuration is at the Vision system level, so if you have multiple companies in Vision, you create the workflows for all your companies here. Or, you can create an approval workflow to be used by all companies. You must have the Purchasing module or the Accounting module activated in
for
Approval Workflows to display in the
menu.
Other Configuration for Approval Workflows
Enable Approvals and Assign the Approval Workflows to Use
You turn on the use of approval workflows for an application and specify the approval workflow it will use in the following locations:
| Application
|
Configuration Location
|
| Purchasing applications — Purchase Requisitions, Request for Price Quotes, and Purchase Orders
|
General tab in
|
| Inventory Item Requests
|
Inventory tab in
|
| AP Invoice Approvals
|
General tab in
|
| Employee Absence Approvals
|
|
| GL Budgets
|
General tab in
|
Set Up Approval Roles at the Organization Level
If you use organizations in Vision, you can set up approval roles at the organization level and assign an employee to the roles. For example, you may want purchasing records to be approved by an administrator at the organization level in addition to, or instead of, a project manager. In
, you create approval roles for all your organizations. In
or
, you assign approval roles to your organizations and assign one employee to an approval role. You assign these roles as approvers for approval workflow steps in Approval Workflows Configuration.
User-Initiated Workflows and Scheduled Workflows Configuration
All the approval workflows that you enter and save in Approval Workflows Configuration are copied automatically to User Initiated Workflows Configuration and Scheduled Workflows Configuration. Here you can view the steps in more detail for troubleshooting purposes. You can also add advanced actions—such as stored procedures, functions, custom methods, and web services—to the approval workflow steps.