Submit a PO for approval using Windows Workflow Foundation

Submit a Purchase Order (PO) for approval using the Windows Workflow Foundation (WWF) approval engine. The PO is forwarded to the approval group defined for the approval workflow related to the PO.

Prerequisites

Before you begin, complete the following:

1. In the d0073 ERM System Settings dialog, in the Purchasing tab, in the Audit / Approval section, ensure the Use PO Approver checkbox is selected.

2. In the s00051 Approval Groups screen, ensure you create an approval group and add the required users to the approval group. For more information, see Create an approval group and Add a user to an approval group.

3. In the s00052 Approval Flows screen, perform the following:

   1. In the Approval Flows grid, ensure you create an approval workflow with the Approval Concept defined as Purchase Order and the Workflow Approval Engine defined as WWF.

   2. In the Workflow group, use the Edit Workflow functionality to define an approval workflow for the PO.

   3. In the Approval Flow Relations grid, in the Approval Groups tab, ensure you assign the approval workflow to the approval group.

4. In the s00053 Approval Project Setup screen, ensure you relate the PO approval workflow to a project. For more information, see Assign an approval workflow to a project.

To submit a PO for approval using WWF

5. Navigate to the s50018 Purchase Order screen.

6. To refresh the screen, select the F5 key.

7. In the Purchase Order Header grid, select a row.

   Ensure the selected PO is related to the project for which you set up the PO approval workflow.

8. On the s50018 menu, in the Purchase Order Options group, from the Workflow dropdown, select Submit For Approval.

   In the Purchase Order Header grid, in the General tab, the value in the Internal status field changes from Create/Change to Approval.

9. (Optional) To undo the workflow update, on the s50018 menu, in the Purchase Order Options group, from the Workflow dropdown, select Undo Workflow Actions.

10. On the Home menu, in the Record group, select Save.

    The PO is submitted for approval.