The Process Workflow feature is used to force purchase orders that meet a defined criteria to follow a specific approval/review process.
For example if all PO items greater than $25,000 need to be reviewed before they are sent to accounting, you can set up the application to enforce that workflow/approval process.
The Process Workflow feature does not replace or change any existing processes and features, for example requisition review, unapproved invoice review, or Assigning/initializing roles in JC Job Phases.
You need the Workflow module to use this feature. This feature currently only applies to POs created using the following two forms: PM Purchase Orders and PO Pending Purchase Orders. It does not apply to POs created using the PO Purchase Order Entry form, PO change orders created using the PM PO Change Orders form, or other forms in the application that relate to purchase orders. A workflow is applied to a PO item, not to the entire PO. The PO item type can determine which workflow is applied - for example you can set up different workflows for job, inventory, equipment, or expense type PO items.
The following diagram provides an overview of the Process Workflow feature.
For more information, click on the following links:
Setup the Process Workflow Feature
Create a Workflow for Purchase Orders Using the PM Module