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workflow:approvalpath

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workflow:approvalpath [2021/03/02 17:46] emorenoworkflow:approvalpath [2022/08/16 20:02] (current) emoreno
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 Any changes made to the approval path are immediate and automatically update (move) existing requisitions. If there are existing requisitions and you are adding a new user, first create the new user’s approval rules so that any pending items are properly moved when the user is added to the workflow. Any changes made to the approval path are immediate and automatically update (move) existing requisitions. If there are existing requisitions and you are adding a new user, first create the new user’s approval rules so that any pending items are properly moved when the user is added to the workflow.
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-The **Purchasing Cutoff** date field on the [[options:purchasingoptions:currentyear|Options > Purchasing Options]] page can be used to temporarily restrict users from adding requisitions while the approval path is edited. Be sure to remove the date from the field after the approval path changes are completed. +The **Purchasing Cutoff** date field on the [[options:purchasingwarehouse:currentyear|Options > Purchasing/Warehouse Options]] page can be used to temporarily restrict users from adding requisitions while the approval path is edited. Be sure to remove the date from the field after the approval path changes are completed. 
  
 </WRAP> </WRAP>
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 ^ Field                                        ^ Description    /*Table with two rows*/ ^ Field                                        ^ Description    /*Table with two rows*/
-^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type (i.e., Budget Amendment Request, Warehouse, etc.).|+^Workflow Type|Click {{:images:dropdown.gif|Drop-down Arrow}} to select a specific workflow type.\\  \\  <div indent> BBB //Warehouse Requisition//\\  BBB //Restock Requisition//\\  BBB //Budget Amendment Requests//\\  BBB //Purchasing Requisition//\\  BBB //Accounts Receivable//\\  BBB //Travel Reimbursement// </div>|
  
 VCV Click **Retrieve Workflow** to retrieve the selected workflow type data. If an approval path exists, the list of approvers is displayed and you can make changes as needed.  VCV Click **Retrieve Workflow** to retrieve the selected workflow type data. If an approval path exists, the list of approvers is displayed and you can make changes as needed. 
workflow/approvalpath.1614707215.txt.gz · Last modified: 2021/03/02 12:46 (external edit)