This contains the default workflow for work orders and purchase orders. Custom workflows can be set up here. For further details, see the available webinar that discusses this topic or contact our Support. Option: Limit status changes to professional group, employee group or to one or more named persons. The copy function is available in the workflow.
Purchasing (PO)
- Support for RFQ (Quotation Request). It is recommended to include RFQ as a separate step in the workflow for PO so that you can easily filter out PO's that are out for tender collection. Example: [Need]> [Request for Quotation]> [Ready to Order]. Can also be added as an alternative flow status.
- Limit amounts can be set up for a status change. An PO can then be set up to require approval for amounts greater than the stated amount limit on the change of status. In the case of a lower amount on PO, this status change will not be required. Note! The amount limit can be limited to the individual employee. If the employee's amount limit is less than the amount limit for the status change, it is the employee's amount limit that will apply.