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TC-03047 : Blanket Purchase Order Approval Workflow - Reject & Re-submit for Approval
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Process Area : Procurement - Approval Process
Steps To Execute
Approving a workflow: 1. Buyer uses the Global Search at the top and enters the Blanket Purchase Order number. 2. Buyer hovers over the results and clicks on Edit. 3. Buyer reviews the existing blanket purchase order, saves the blanket purchase order, and click on "Submit For Approval". 4. If the Purchase Order's total amount is less than or equal to the Buyer Limit, the blanket purchase order goes straight to approved. Otherwise, the workflow routes straight to the approver with the highest authority based on the Blanket Purchase Order's total amount and assigns the Next Approver. The workflow emails everyone from the Buyer's Supervisor to the approver with the highest authority, alerting them that a blanket purchase order is pending approval. 5. Validate the Next Approver and the Next Approver role and make sure it is the correct approver based on the DOA chart. 6. Validate the email is sent to the correct users under the Communication subtab. 7. As whoever the next approver is, on the home dashboard, hover over the Reminders portlet, click on the three dots, and click on Set Up. A pop-up screen appears. 8. Search for Blanket Purchase Orders to Approve on the left and drag to Headline on the right. 9. Click Save. 10. Hover over the Reminders portlet and click on the refresh icon. 11. Click on Blanket Purchase Orders to Approve. 12. The Next Approver clicks on View. 13. The Next Approver navigates to the Communication subtab > User Notes sublist. 14. The Next Approver clicks "New Note". 15. Fill out the Memo field. 16. Save the User Note record. 17. The Next Approver rejects the Blanket Purchase Order. 18. The blanket purchase order is now in a rejected state. The buyer navigates back to the blanket purchase order and reviews the User Notes under the Communication subtab > User Notes sublist. 19. The buyer edits the blanket purchase order and saves the purchase order. 20. The buyer clicks on the "Resubmit for Approval" button. 21. The workflow routes straight to the approver with the highest authority based on the Purchase Order's total amount and assigns the Next Approver. The workflow emails everyone from the Buyer's Supervisor to the approver with the highest authority, alerting them that a blanket purchase order is pending approval. 22. Validate the Next Approver and the Next Approver role and make sure it is the correct approver based on the DOA chart above. 23. Validate the email is sent to the correct users under the Communication subtab. 24. As whoever the next approver is, on the home dashboard, hover over the Reminders portlet, click on the three dots, and click on Set Up. A pop-up screen appears. 25. Search for Blanket Purchase Orders to Approve on the left and drag to Headline on the right. 26. Click Save. 27. Hover over the Reminders portlet and click on the refresh icon. 28. Click on Blanket Purchase Orders to Approve. 29. The Next Approver clicks on View. 30. The Next Approver clicks the Approve button.
Expected Results
The blanket purchase order is in an approved state and can be received.