How to configure PR ( Purchase Request) approval flow?
Approval flow set up for Purchase Request and Purchase Order is same. Only the two Approval Workflow are different and under different heads.
Step 1-
Log in to factech.co.in and click on Purchase. (Refer Screenshot)
Step 2-
From the main menu, click on the setup. (Refer screenshot)
Step 3-
Now click on Purchase Request.
Step 4-
Follow the screenshot below and click on the “+” option.
Step 5-
Add Approval name, and click on save option.
Step 6
Open the Approval added and makes the PR active and add level of approval like level 1,2 etc. (Refer Screenshot)
Step 7-
Add approval level with the role of the person-
We have successfully configured PR Approval Flow.
Reference
How to setup Purchase Management Software?
Thank You!!