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 in Vision
1	If you use organizations in Vision 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.	Create approval roles for all your organizations in Configuration > Organization > General. Assign approval roles to your organizations and assign one employee to an approval role. You can do this in one of two locations: Configuration > Organization > General — Assign one or more organizations to an approval role and assign one employee to the approval role. Configuring approval roles here allows you to configure the approval roles for all your organizations from one screen without having to open each individual organization in a separate configuration screen in Individual Organization Setup. Configuration > Organization > Individual — Open each organization individually, and assign one or more approval roles (that were set up in Organization General Setup), then assign one employee to an approval role.
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.	Configuration > Workflow > Approval Workflows 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.
3	Enable approvals for each Purchasing application, and assign an approval workflow for them.	Configuration > Purchasing & Inventory > Company Settings 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.
4	Assign an approval workflow for Inventory item requests. Inventory item requests are required to go through an approval process.	Configuration > Purchasing & Inventory > Company Settings 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.