Workflow - 2 Step Approval

[Former Member]

Hi Workflow Gurus,

I am working on 2 Step Approval workflow for Shopping Cart.

Scenario is -

1.If amount < 250K, cost centre manager will approve it.

2.If amount > 250K then Cost Centre Manager and Cheif Finance office will approve the shopping cart.

I activated Start conditions for 2 step approval (WS10000131). When I create a shopping cart for value < 250K, it works fine as it needs only one approver but when value is more than > 250K, approval shows Cost Center manager as first approver but not able to determine second approver (Chief Finance officer).

What sort of changes do i need to make in Org.Structure or do I need to write new rules for Agent Determination?

Please advise.

Thanks and Warm Regards.

Pras Durafe

[Former Member]

Dear durafe,

in the second case you need to define both your manager and chief ficnac e officer as your responsible agents.

so that both recieve the work item.

then u need to have a condition that when both of them approve i.e and AND condition then only the cart should get approved.

so for this you dont need to change your organisation structure but change the assigment of agents to that particular workflow task which triggers the work item to be sent to both the agents.

so you need to assign 2 responsible agents for the task where amount is greater than 250k.

Hope this solves your problem

Regards,

Venugopal

[Former Member]

Hi Venu,

Thanks for your tips.

Few more bits to clarify more things.

- Cost Center Manager's approval limit set to 250K

- Finance chief's approval limit is set to 1 Million.

I created a shopping cart with value > 250K

My approval status shows -

1st Approval as ( Approvers Finance Cheif and Cost Center Manager )

2nd Level ( No approval available).

I want -

1st Level - Cost Center Manager

2nd Level - Finance Chief.

Any tips ?

Please advise.

Ramki ? Where are you ? Need your help mate.

Thanks and Warm Regards.

Pras

[ramki_maley]

Hi Pras,

Thanks for your confidence in me! Unfortunately I do not have access to an EBP system and cannot see the WF in question.

Are there two explicit approval steps in the workflow or is it a single approval step in a loop?

In the case of the cart with value > 250K, what happens after Cost Center Manager has approved the cart?

Sound like you may have to define your own rule for agent determination.

Cheers,

Ramki Maley.

[Former Member]

Hi Ramki,

Thanks for your quick response.

If Value is < 250K then it works fine and needs only Cost center manager to approve it.

If value is > 250K then first approval is done by Cost Centre manager and second approval is done by Finance Chief.

I am maintaining Approval Limits in extended attributes in Org.Structure. ( For Cost Center Manager it is 250K) and for Finance Chief it is 1 million.

Rules : Should I go for simple responsibility rules or I need to write a rule with function module. Please advise.

Thanks in advance for your everlasting support.

Warm Regards.

Pras

[ramki_maley]

I would think responsibility rules should do the job in this case.

Cheers,

Ramki Maley.

[Former Member]

Thanks Ramki,

I will try using responsibility rules for this.

Warm Regards.

Pras

[Former Member]

Dear Pras,

I've a similar requirement.

<b>Credit / Debit Note Generation</b>

<u>Credit note:</u>

A credit note is a document that decreases the company's receivables and decreases the customer's liability.

<u>Debit note:</u>

A debit note is a document that increases the company's receivables and the customer's liability.

Both the above cases, system generate notes msg. and transmit to the concerned authority.

<u>Criteria</u>

Less than Rs 1,00000 - workflow only to User1

Between Rs, 1,00000 - Rs, 2,00000 - workflow to User1 and then to User2.

Please help me ... I'm new to Workflow.

Regards,

Abir