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Create a new Rule in existing Workflow in Document Approval

edited Sep 7, 2024 2:15AM in Purchasing 1 comment

Hello,

I am working on configuring our approval workflow and need some assistance. Currently, we have a parallel workflow where:

  • If a buyer(any existing buyer) creates a PO less than 500K, it goes to the Associate Director of Procurement and the Director of Procurement with a 1% voting requirement.
  • If a buyer creates a PO greater than 500K, it goes to the Director of Procurement

I am trying to add a new rule with the following conditions:

  • If the buyer Sam(Only him not all buyers) creates a PO less than 500K, it should first go to Brian for approval and then to the Associate Director of PO.

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