Req Approval different dollar levels for different Requisitioners

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JimY

Veteran Member

Posts: 510

5/27/2010 12:02 PM

Hello,
I am using reqapproval.xml and have made modifications to it to get it to work for our company. One more change that I have been asked to make is to allow different levels of dollar amounts for different users. For example, requester 1 works in the library and usually would not need to order more than 500 dollars. Requester 2 works in Sterile Processing and on a regular basis orders items that can total 3000 dollars or more. I need to be able to set the flow up to allow requester 1 to order up to 500 dollars before approval is needed and requester 2 order up to 5000 dollars before approval is needed. Any ideas? I thought about copying the first flow and just changing the dollar amounts, but that would not work because both flows would get triggered. The other option would be hard code the requester id, but that would turn out to be a maintenance nightmire. Thank you.

David Williams

Veteran Member

Posts: 1127

5/27/2010 12:09 PM

To accomodate different approval values for the same approval levels I've used RQ02 to set up different approval codes (it's a nice place to store this) and then read those in when my flow was triggered. Of course you have to assign the approval codes to the requesters but I've found this is a lot easier than creating multiple flows.

Gary Davies

Veteran Member

Posts: 248

5/27/2010 12:11 PM

You can use RQ02 to set approval dollar amounts but will have to rewrite the flow from the hardcoding example

JimY

Veteran Member

Posts: 510

5/27/2010 12:24 PM

Hi David,
Are you using the dollar amounts set in the flow or do you use the dollar amounts set for the approval codes? Thank you for your response, it sounds better than what I was considering.

JimY

Veteran Member

Posts: 510

5/27/2010 12:33 PM

Thank you David. It looks like I missed your last post.

Preston Burdwell

Advanced Member

Posts: 33

5/28/2010 5:11 PM

I am looking to do a similar process . . . We also use RQ02 to assign approval levels to Requester Codes. Requesters are then attached to these codes. My dilemma is routing work to the appropriate users in the User Action Node. I have two options as I see it:
1. Call seperate flows based on Approval Code. These flows would route work to the appropriate tasks
2. Include each Approval Code process within one flow (This could potentially be a huge flow, depending on how many Approval Codes I have)

Does anyone have a suggestion as to how to proceed? Thanks!

David Williams

Veteran Member

Posts: 1127

5/28/2010 5:32 PM

You set a maximum number of approval levels and build your flow so that you can go that high when required. After you read the RQ02 you will know the number of approval levels per code and if you don't need all 6 (the maximum on RQ02) you don't route to them. This way you can build one flow to handle all of your department's needs.

Preston Burdwell

Advanced Member

Posts: 33

5/28/2010 7:52 PM

Thanks for your response David! Work gets routed to a User's Inbox based on tasks assigned, right? So, an approver would have to be assigned a specific task within ProcessFlow Admin.

What if Level 3 approver, for instance, was different between Approval Codes? How would the required Approver receive the work in only their Inbasket without having the User Action Node go to a different task? If Approval Codes require a different hierarchy, I would think that a seperate set of User Action Nodes would be needed for each . . .

David Williams

Veteran Member

Posts: 1127

5/28/2010 9:46 PM

Yes, users get work based upon the Task assigned to them. You use Category Filtering to determine who sees what work. With Requisitions this is based upon the Req Loc assigned to them in ProcessFlow administration.

Maybe my ProcessFlow Administration training guide would help you with this. Shoot me an email and I'll send it to you (free).

Preston Burdwell

Advanced Member

Posts: 33

6/1/2010 4:50 PM

Thanks David! I am emailing you now.