{"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-yjMekyMvkV' 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<div class='ewd-ufaq-author-date'>\n\n\tPosted\n\tby\n<span class='ewd-ufaq-author'>\n\tMohit Jaiswal<\/span>\n\ton\n<span class='ewd-ufaq-date'>\n\tJuly 16, 2023<\/span>\n<\/div>\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? Posted by Mohit Jaiswal on July 16, 2023 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-<\/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":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"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. (Refer screenshot) Step 3- Now click on Purchase Request. 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Step\" \/>\n\t\t<meta property=\"og:url\" content=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-configure-pr-purchase-request-approval-flow\/\" \/>\n\t\t<meta property=\"og:image\" content=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/05\/cropped-Factech_logo_Signature-1.png\" \/>\n\t\t<meta property=\"og:image:secure_url\" content=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/05\/cropped-Factech_logo_Signature-1.png\" \/>\n\t\t<meta property=\"article:published_time\" content=\"2023-07-16T14:16:13+00:00\" \/>\n\t\t<meta property=\"article:modified_time\" content=\"2023-10-25T12:58:45+00:00\" \/>\n\t\t<meta name=\"twitter:card\" content=\"summary\" \/>\n\t\t<meta name=\"twitter:title\" content=\"How to configure PR ( Purchase Request) approval flow? - Facility Technology\" \/>\n\t\t<meta name=\"twitter:description\" content=\"Approval flow set up for Purchase Request and Purchase Order is same. Only the two Approval Workflow are different and under different heads. 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