This is the next blog in the series of “Purchasing policy”, if you have not checked that out, please check here:
Now in this next blog I am going to talk about the next purchasing policy which “Re-approval” of purchase order.
Which means if you are using purchase order workflow and if there is any update (any field) on purchase order after approval then in that case do, we really need to trigger the approval process again?
Now this can be managed using the “Purchasing policy” where we can choose that on which field or list of fields change, we need to trigger Re-approval.
Note: Accounting distribution will always be reset when an approved purchase order with change management enabled is changed. So you should be aware that if you want to avoid a re-approval of a purchase order when certain fields are changed, the field Accounting distribution. Changed should NOT be included as a selected field for re-approval.
Let’s understand this with one scenario:
Scenario: In USMF company we have purchase order workflow process, now requirement is after purchase order is approved and if there is any update or change on “purchase order lines financial dimension” then system should trigger the re-approval process else if there is any change in any other field it should not trigger any re-approval it should get approved automatically.
Step-1: Create Purchasing Policy
Step-2: Define condition on workflow.
Now let’s check two scenarios.
Scenrio-1: Change in financial dimension
As we see system triggered Re-approval
Scenrio-2: Change in price field
As we see system di not trigger approval on changing price
That’s it for this blog, hope this will help you in your implementation.
Thank You!!! Keep reading and sharing!!!