{"id":6720,"date":"2023-07-16T19:46:13","date_gmt":"2023-07-16T14:16:13","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&#038;p=6720"},"modified":"2023-10-25T18:28:45","modified_gmt":"2023-10-25T12:58:45","slug":"how-to-configure-pr-purchase-request-approval-flow","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-pr-purchase-request-approval-flow\/","title":{"rendered":"How to configure PR ( Purchase Request) approval flow?"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/6720' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-6720-zJAHT2X9WC' data-post_id='6720'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-pr-purchase-request-approval-flow\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to configure PR ( Purchase Request) approval flow?\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Approval flow set up for Purchase Request and Purchase Order is same. Only the two Approval Workflow are different and under different heads.<\/p>\n<p>Step 1-<\/p>\n<p>Log in to <a href=\"http:\/\/https;\/\/factech.co.in\">factech.co.in<\/a> and click on Purchase. (Refer Screenshot)<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6721 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1-512x242.jpg\" alt=\"\" width=\"512\" height=\"242\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1-512x242.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1-200x95.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1-768x364.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1-850x402.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/1.jpg 1314w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 2-<\/p>\n<p>From the main menu, click on the setup.\u00a0 (Refer screenshot)<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6722 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2-512x159.jpg\" alt=\"\" width=\"512\" height=\"159\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2-512x159.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2-200x62.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2-768x238.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2-850x264.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/2.jpg 1356w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 3-<\/p>\n<p>Now click on Purchase Request.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6723 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3-512x214.jpg\" alt=\"\" width=\"512\" height=\"214\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3-512x214.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3-200x84.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3-768x321.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3-850x356.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/3.jpg 1334w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 4-<\/p>\n<p>Follow the screenshot below and click on the &#8220;+&#8221; option.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6724 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4-512x186.jpg\" alt=\"\" width=\"512\" height=\"186\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4-512x186.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4-200x72.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4-768x278.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4-850x308.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/4.jpg 1344w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 5-<\/p>\n<p>Add Approval name, and click on save option.<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6725 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5-512x184.jpg\" alt=\"\" width=\"512\" height=\"184\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5-512x184.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5-200x72.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5-768x276.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5-850x305.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/5.jpg 1343w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 6<\/p>\n<p>Open the Approval added and makes the PR active and add level of approval like level 1,2 etc. (Refer Screenshot)<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6726 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6-512x227.jpg\" alt=\"\" width=\"512\" height=\"227\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6-512x227.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6-200x89.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6-768x341.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6-850x378.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/6.jpg 1328w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>Step 7-<\/p>\n<p>Add approval level with the role of the person-<\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"alignnone wp-image-6727 size-large\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7-512x236.jpg\" alt=\"\" width=\"512\" height=\"236\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7-512x236.jpg 512w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7-200x92.jpg 200w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7-768x354.jpg 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7-850x391.jpg 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2023\/07\/7.jpg 1338w\" sizes=\"auto, (max-width: 512px) 100vw, 512px\" \/><\/p>\n<p>We have successfully configured PR Approval Flow.<\/p>\n<h2>Reference<\/h2>\n<h3><a title=\"How to setup Purchase Management Software?\" href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-setup-purchase-management-software\/\" target=\"_blank\" rel=\"noopener\">How to setup Purchase Management Software?<\/a><\/h3>\n<p>Thank You!!<\/p>\n<p>&nbsp;<\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-pr-purchase-request-approval-flow\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-back-to-top'>\n\t\n\t<a class='ewd-ufaq-back-to-top-link'>\n\t\tBack to Top\t<\/a>\n\n<\/div>\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A How to configure PR ( Purchase Request) approval flow? Approval flow set up for Purchase Request and Purchase Order is same. Only the two Approval Workflow are different and under different heads. Step 1- Log in to factech.co.in and click on Purchase. (Refer Screenshot) Step 2- From the main menu, click on the setup.\u00a0<\/p>\n","protected":false},"author":15,"featured_media":6721,"comment_status":"closed","ping_status":"closed","template":"","ufaq-category":[485,1972,1085,1973,1216,556,1618,496,1808,330],"ufaq-tag":[2848,1942,2850,2732,1953,2972,1955,2851],"ufaq_folder":[],"class_list":["post-6720","ufaq","type-ufaq","status-publish","has-post-thumbnail","hentry","ufaq-category-asset-management","ufaq-category-cafm","ufaq-category-checklist","ufaq-category-cmms","ufaq-category-facility-management-system","ufaq-category-inventory-management","ufaq-category-kaizen-cafm","ufaq-category-notice-circular","ufaq-category-purchase","ufaq-category-report","ufaq-tag-approval-workflow-for-purchase-request","ufaq-tag-inventory","ufaq-tag-po-approval-workflow","ufaq-tag-pr-approval","ufaq-tag-purchase","ufaq-tag-purchase-order-approval-flow","ufaq-tag-purchase-request","ufaq-tag-sap-purchase-request-approval-workflow"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to configure PR ( Purchase Request) approval flow? - Facility Technology<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/factech.ai\/blog\/\/ufaqs\/how-to-configure-pr-purchase-request-approval-flow\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to configure PR ( Purchase Request) approval flow? - Facility Technology\" \/>\n<meta property=\"og:description\" content=\"A How to configure PR ( Purchase Request) approval flow? 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