Custom approval flow rules
Allow the ability to create approval flows based on things like:
- Department of the PO
- The requestor of the PO
- The supplier of the PO
instead of setting approvers on each budget with the budget import
Comments: 11
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10 Jun, '21
Abigail MergedAn option where, if you have more than 3 approvers, that only 3 (1 on each level) approve an order.
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21 Feb, '23
Frode Remvik MergedThe user wants to be able to set multiple approvals limits per user.
If this is possible the user will need to be able to assign 1 approver to multiple budgets at different stages. -
18 Sep, '23
Bradley Slater on behalf of Angela Petry MergedIf there are two approvers with the same approval limit on the automatic approval flow, allow the user to choose which one should approve the purchase order, and keep the underlying automatic approval flow.
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26 Oct, '23
Bradley Slater on behalf of Angela Petry Admin MergedIf the PO requestor is an approver and is also in the chain of approval for the specific PO they are creating, skip over the lower level approvers if it's within their approval limit, and send it to the next higher level approver if it's above their limit.
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15 May, '24
elandre.niemand@procurementexpress.com Admin Merged- With the automatic approval flow. When a mid-tier approver creates a PO higher than their limit it should to the next highest approval instead of resending through the lower approval. if the user has a high enough approval limit they need to be able to self-approve.
- Set approval per department
- Allow users to have multiple approval limits based on different departments/categories
- If multiple approvers on the same approval flow have the same limit, the user should be able to set in which order they can approve.
- If the final approvers have the same approval limit the user needs to be able to specify if they want one or the other to approve and/or review the limit
- Add the ability for the user to select which day they want to receive the email notification for out stranding approvals -
30 Oct, '24
Bradley Slater Admin"Make the approval flow more customisable" (suggested by <Hidden> on 2024-05-15), including upvotes (1) and comments (0), was merged into this suggestion.
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30 Oct, '24
Bradley Slater Admin"Allow one user to have multiple approval limits" (suggested by <Hidden> on 2023-02-21), including upvotes (4) and comments (0), was merged into this suggestion.
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30 Oct, '24
Bradley Slater Admin"Any 3 approvers to approve" (suggested by <Hidden> on 2021-06-10), including upvotes (1) and comments (0), was merged into this suggestion.
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30 Oct, '24
Bradley Slater Admin"Keep automatic-approval flow but allow user to select between two same-level approvers" (suggested by <Hidden> on 2023-09-18), including upvotes (1) and comments (0), was merged into this suggestion.
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30 Oct, '24
Bradley Slater Admin"Allow the option for an approver to skip over approvals below their level if they are the requestor" (suggested by <Hidden> on 2023-10-26), including upvotes (1) and comments (0), was merged into this suggestion.
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13 Nov, '24
Tim BurneWould be really helpful to have auto approval of particular suppliers - this would enable us to copy an agreed discretionary spend channel with particular suppliers which allows PEX to fit our process and integrate with least friction