Submit a PO for approval using AVEVA Work Tasks

As a technical handler or a reviewer, you can submit a Purchase Order (PO) for approval using the Work Tasks approval engine. The PO is forwarded to the assigned approval group in AVEVA Work Tasks. To modify a PO after you submit the PO for approval, reopen the PO. For more information, see Reopen a 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. For more information, see Create 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 Work Tasks.

   2. In the Approval Flow Relations grid, in the Data Extraction Input tab, ensure you create a data extraction input.

   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 AVEVA Works Tasks

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. In the General tab, from the Approval Group dropdown, select the ID of the approval group for which you defined the RFQ approval workflow.

   Ensure the selected approval group is same as the approval group defined for the approval process in AVEVA Work Tasks.

9. 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.

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

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

    The PO is submitted for approval.

    In AVEVA Work Tasks, you can view the submission. The assigned approver can approve or reject the submission as required.