Would it be possible to create quotations based on different approvals and work divisions?
Can anyone answer this question? I’m looking for someone to answer because I have the same question. If anyone has solution, please tag me. Thanks a lot.
Hi,
Any solutions you found ?
I also have huge list of Purchase invoices in which i want separate workflow hierarchy for some Purchase Invoices.
@rs115199789 To implement a hierarchy-based workflow, start by defining your hierarchy structure clearly. Then, create roles for each department and assign them to the appropriate users. Once the roles are set up, design your workflow states based on these roles.
For example, you can build a role-based workflow where each state corresponds to a specific role’s responsibilities. This approach simplifies the workflow design and ensures that tasks are routed appropriately according to the hierarchy.
explain it more//…
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Thanks for the reply.
let me share it in brief.
Workflow state current-> Pending → PM → PC → Accounts → MD Approval → MD Approved.
Workflow required (Only for few invoices)
Pending → PM → PC → Super PC → Accounts → MD Approval → MD Approved.
If i create the Super PC Workflow and role and assign to a user & Purchase Invoice.
Then it will show in all Purchase Invoices if im correct.
IS there a way to achieve it ? or any alternate way ?
Thank You
This all roles you can create and assign particular user based on permission and in workflow Allowed transtaction based on particular role profile
PM
PC
Super PC
Accounts
MD Approval
MD Approved
If some purchase invoice you can direct approved then user workflow Condition field where you can run your workflow and add validate function when not run your workflow then update workflow_state directly to last stage
Can you please elaborate a bit more I’m confused