The requisition approval flow has been refactored for better support of Pre-Approval in the coming release R2023f (December 2023). It supports the following workflow:
- A REQ has to be pre-approved before it can be approved.
- Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.
- Buyers can only approve REQs that are pre-approved and turn them into POs.
1. Express Approval Flow
Requisition express flow is enabled out of the box. It allows a REQ of "Ready" status to be approved with or without "Pre-Approved" status.
- A REQ can be turned into "Approved" from "Ready" without "Pre-Approved" status.
- Pre-Approved can be set by users configured as Pre-Approvers (Org | ACL Profiles | Monitor User).
- Or, it can be set by users with any approval levels (Org | ACL Profiles | REQ Approval).
2. Disabling Express Approval Flow
Express Approval Flow can be disabled by a configuration change at calem.custom.php (code block below). Customers of Calem Cloud may contact Calem Support Team for the configuration change. The change modifies the status life-cycle graph and removed the transition from "Ready" to "Approved" (see diagram below).
When Express Approval Flow is turned off.
- A REQ has to be pre-approved prior to being approved.
- Pre-Approved can only be set by users configured as Pre-Approvers in Org | ACL Profiles | Monitor User.
- It supports the following workflow for buyers to focus on pre-approved REQs:
- Pre-Approvers pre-approve REQs.
- Busyers cannot pre-approve REQs.
- Buyers approve REQs pre-approved and turn them into POs.
Additional Resources