Purchase Order Approval Execution

ERPNext
1

Hi All,

Based on this screen shots i have created the screen shots and it works correctly.
When changing the flow it shows the errors. The creator can also reject the P.O.
But while rejecting it show the confirmation.

ERP-4.jpg1186×449 75.9 KB

This is the flow which i need to implement in the purchase order Approval.
ERP-5.png730×621 97.2 KB

This is what i have tried and it shows error.
Please Help me to execute it.

2

Hello,

There are multiple issues in Workflow Setup. State table should have only four rows.

Created by Satish - 0 - Purchase User
Approved by Karthick - 0 - Purchase Manager
Approved by Chidamb - 1 - Material Manager
Rejected - 2 - Material Manager

In the transition table:

Created by Satish - Approve - Approved by Satish - Purchase Manager
Created by Satish - Reject - Created by Satish - Purchase User
Approved by Karthick - Approve - Approved by Chidamb - Material Manager
Approved by Karthick - Reject - Created by Satish - Purchase User
Approved by Chidamb - Cancel - Rejected - Material Manager

3

Hi @umair Thanks for your Reply.
Is there any possibility when reject it goes to rejected. where Created by sathish and approved by karthick has the action to reject. When rejected then the P.O has to be cancelled and if they need they will have to create a new P.O.
Now when they reject it will goes to Created by Sathish instead of going to rejected, as mentioned in the 3rd snapshot.

4

Hi,
Also here, When sathish and karthick approved the P.O then Chidambaram has reject the P.O. It goes to Created by Sathish. and in chidambaram login it allows to approve all the three stages. As Karthick approval has done by chidambaram

5

@Dhamu

Above shared is just the structure to setup Workflow correctly, mostly as per your requirement. In the transition rule, you can define another stage and another role as per your convenience.

6

Hi Thanks for your Reply.

7

Hi @umair
Can you please help me in this.

In the States:

Draft - 0 - Purchase User
Created by Sathish - 1 - Purchase User
Approved by Karthick - 1 - Purchase Manager
Approved by Chidamb - 1 - Material Manager
Rejected - 2 - Purchase User
Rejected - 2 - Purchase Manager
Rejected - 2 - Material Manager

In the Transition Table:
Draft - Approve - Created by Sathish - Purchase User
Draft - Reject - Rejected - Purchase User
Created by Sathish - Approve - Approved by Karthick - Purchase Manager
Created by Sathish - Reject - Rejected - Purchase Manager
Approved by Karthick - Approve - Approved by Chidamb - Material Manager
Approved by Karthick - Reject - Rejected - Material Manager

Is this Work Flows correct. I have executed it and its all approval shows mismatches. and some times this work flow is not working and the P.O is saved in Draft. This is as per my approvals work order.