Purchasing Approvals and Flexible Workflow

Keep this: job aid

Purchasing approvals card

• Unapproved requisition items cannot convert; unapproved POs cannot be output.
• Configure in Manage Workflows for Purchase Requisitions / Purchase Orders; activate per document type.
• Definitions: start conditions plus order; first active match starts; otherwise the default (auto-approve).
• Steps: recipients plus optional step conditions; requisitions overall or item-wise.
• Recipients: roles and team functions (Manage Teams and Responsibilities) over named users.
• Value change restarts PO approval by default; agree and test what else restarts.
• My Inbox: approve, reject, rework, forward, claim; substitutes must have equal authority.
• Classic: CEBAN/CEKKO, release codes and indicators; ME54N/ME55, ME29N/ME28.
• Keep a signed-off table: document type → approval method → thresholds → approvers.
• Test both sides of each threshold with real roles; evidence = approval history + output status.