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How to setup approval based on the sum of all line amounts of a specific category in a requisition? — Cloud Customer Connect
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How to setup approval based on the sum of all line amounts of a specific category in a requisition?

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Summary:

BPM based Approval based on aggregate amount belonging to a category.

Content:

Currently using BPM to setup requisition approvals and would like to know how to setup approval rules based on the aggregate amount for all line items belonging to a specific category in a requisition.

Example Scenario:

If a requisition contains 5 lines, 3 belonging to Category A and 2 belonging to Category B. Approval workflow should be such that if the total amount of the 3 category A lines is <1000, then the requisition should be auto approved in that stage and if>=1000, then it should go to a certain approver.

Version:

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