release strategies for purchase requisitions

[Former Member]

Hello,

I'm having trouble with profiles and roles for release strategies, this is the scenario:

-for purchase requisitions we have two approval levels, release code S1 and S2. When release code S1 is cleared, then S2 must be approved. The head of a certain purchasing group will use S1 to approve the requisitions from his own department, and then the financial director will approve with S2. However, finance is also a purchasing group, so in some instances the finance director will have to approve with S1 and then S2.

My question is: how can we use profiles and roles so that the finance director has access with S2 to all (*) purchasing groups, but with S1 for only a certain purchasing group (in this case "500")? we can't seem to be able to define certain purchasing groups to different release codes, purchasing groups must be defined at purchsing requisitiom level.

Many thanks

Daniel

[Former Member · Accepted solution]

Hi,

You don't do it this way.

the correct way is to have more release strategies so that for certain purchasing groups the list of release codes will be different.

There is no link netween P groups and release codes.

Steve B

[Former Member · Accepted solution]

Thanks for your answer, Steve, but I'm afraid it would be complicated to undo everything, the client has 25 purchasing groups, are you suggesting to create different codes for each P group?

Regards

Daniel

[Former Member · Accepted solution]

HI,

Not necessarily, you just need a different strategy for each different combination of release codes involved.

So if certain P groups need to be put through a different sequence of approvals, then have one new strategy for this group of P groups and one for the other combination of P groups.

Or however many different variations you have.

Steve B