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Last Post 09/24/2018 8:25 AM by  kflores01
RQC approvals by activity (not by user email)
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pjdonovan
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08/01/2018 8:23 AM

    Good Day to all you fine folks!!!

    Currently, we use IPA to route REQs for approval to one specific user (via one of the index fields in RQ04) simple and effective..

     

    However, we have end users that order for different Labs/Depts that use certain activities (grants) and when the user enters the REQ it goes to just that one person and many times this approver has to forward the approval to a different user/approver because they oversee the activity/grant.

     

    Is anyone in the same situation? and using IPA to route to approver via activity being used?  

    and of course, this would be based on "If the activity is being used"? else, the workflow would be used in it's current state.

     

    Thank You... 

    Kat V
    Sr Supply Chain System Analyst
    South Broward Hospital District
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    08/07/2018 8:47 AM
    All our grants share a cost center, so I ended up giving the grants a req loc per grant. Among other things, it let me route as needed.

    But yes, the GL Code and Activity are available as variables, so you should be able to add them to the flow and assign them. You would likely want it to check it before req loc - does this have activity? Yes, follow branch A. No go to Branch B: Normal Req Loc Routing.

    That would let you do whatever you need to with a completely separate dollar hierarchy in the flow.
    pjdonovan
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    09/11/2018 1:37 PM

    Thank you Kat for your input.. it's appreciated. 

    MChism
    ERP Business Analyst
    Arvest Banking Operations
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    09/17/2018 9:52 AM

    We have assigned condition based routing for RQC approvals via IPA. We currently have three different routing options within one process flow.

    First the flow checks for a Activity (grants) in your case. We have specific approvers set up to approve certain activities. If there is no activity approver set up the flow then looks to see if a vendor approver is set up. It checks the vendor code and will route to the approver based on the vendor number. If there is no activity and no vendor approver set up the flow will route to the cost center/Account (GL) approver. The flow looks for the fields of Company, Cost Center, Account (GL), and routes to a handful of approvers based on these criteria.

    Also important to note is that for each of these three routing options the flow also checks for $ amount. We set up approvers with different dollar amount authority thresholds so that we can be sure the right "eyes" are looking at the right orders. I wouldn't want a property manager approving a $1,000,000 order. So that individual could be set up with a limit of $50,000. Whereas, our CFO would have an unlimited $ amount.

     

    Let me know if this helps!

     

    Miles C

    kflores01
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    09/24/2018 8:25 AM
    We expanded the RQC Approval flow to send requisitions for approval based on amounts, AU's, accounts, activity groups, activities and account categories.  Easy to adjust.  Obviously, the more conditions you entered the large the flow becomes.  Ours is large, but, can be managed.
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