Streamline your sales order approval for banking

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hi erica and cassie i just wanted to show you guys the workflow and give a quick explanation um just to kind of tie you guys into the process um so here is the workflow i've been working on and you can see this is information purchase order approval three tiers under 150k um automatic approval over equal 50k or under 50k get regional warehouse approval over 100k approved from wildwood george warren county and then there's accounting approval accounting checks for amount discrepancies if correct they approve and continue under the vendor bill process if they direct the original purchase request is notified to correct the purchase order right and so if you guys want to know how to get here you go to the center tab up here in administrator mode customization workflow and then workflows and that's how you jump into it this would be here right and so i just kind of want to show you the process so in here i'm essentially saying i'm adding the button that says submit for approvals the submit for approval button is everything that moves to the next stage of the process you can see this is stipulated based off the submit for approvals this is stipulated based off the submit for approvals and then this is also stipulated for them to submit for approvals and you'll notice that if the totals amount it was under 50 000 it'll go to automatically warehouse approve and this has the approval status of approved which will allow them to receive the goods right but if the amount is over 50 000 over equal to 50 000 but under 100 000 it goes to regional approval and uh and it's only done it's only executed by the submit for approval button here and you can see this is all the stuff that pops up um the approve button pops up it only pops up for bail angel william white robert wolf george warren bruce wolf and bruce bain bruce wolf and bruce bain are the names that i added um two employees i added with their own unique email logins just to symbolize the two additional tiers of of the amount approvals right i also added in the um the button is going to show up to anyone that has the administrator role i can also take that away um i just added that now because it was it was for ease of use during the testing process however some some clients like that and some clients don't just let me know give me your opinion right and then i did the more or less the same here so that's the regional approval now the manager approval this is over 50 000 i mean this is over 100 000. you can see i also added the approve button it only shows up for george moore wobble wolf bruce sprain or usual admin it's the same with the direct record and it's also locked so no changes can happen right and i did the same here that it's locked so there's no changes can happen and i also set it up on both of these that um veil angel is notified when the condition when the location is equal to anything that was in california so i put rocklin there were two rocklin warehouses so i put both of them put the san diego the riverside the bakersfield the fresno and the chico and i did the same thing for william white involving the texas warehouse dallas warehouse and houston warehouse right and because they correspond both they approve based off their region however the buttons show up for either of them so that so either them can approve it as well all right i can change it up so the approve button only shows up for if if it's a region within if it's a warehouse within their region just let me know um right now i have a setup that either regional managers can approve them the next level is the manager approval george moore will get a notification as well as wolf notification i didn't put any conditions on it because it seemed like as if both are able to approve and there's no preference and the reject and the approve and reject button is happening as well right here right and it's that's the same people that i mentioned to you before but the only additional aspect of it is that um it is being um it has a higher tool than it's being locked right but then if it's under 50 000 it automatically goes to the warehouse approval right and it will be automatically stated approved which will be approved right once it hits that it will go to the next level which is the accounting approval and the approval button will is going to show up for anyone that has the administrator role the accounting manager role the controller role the purchasing ap role the senior accountant rule and the same goes for reject and once they approve it right now i have the bill button taken away and they have to approve it in order for the build button to happen up and once it's finally in the final approval stage the build button will pop up and then i also set up the reject features that if it is rejected based off of it it will go into here it's going to change the status to reject it and it's going to notify the original iei requester and then add a button for the sub resubmit for approvals which when they press to resubmit for approval depending on the amount so if they hit resubmit for approval if it's over 50 000 but under 100 000 go back to the regional approval if it is over 100 000 it will go over to the manager approval and then if it's under 50 000 it will go back over here to the warehouse approval all right all right so that is a quick explanation of the workflow please right now i have i think the biggest item is that i have the buttons showing up the administrator um you just have to let me know if you would like me to take those off and want me more just to roll restrictive thank you