Workflow Services

The planning and organization for Procurement workflow and approval are explained in detail in the Workflow Primer that is included with this Help document.

After you create Buying Organizations, you must configure the approval processes for the organization:

1. Configure approval templates to enable the Procurement application Workflow Service.
• Shopping Cart Approval Template
• Blanket Order Approval Template
• Blanket Order Release Approval Template
• Check Request Approval Template
• IT Request Approval Template
2. Select Approvers in the Buying Organization to implement the Approval process:
• Shopping Cart Total Approver
• Blanket Order Approver
• Special Request Approver
• Commodity Approver
• Check Request Approver
• IT Request Approver
3. Add, edit, or delete approval groups and members of approval groups:
• Approval Group