Overview
Procurement uses a new workflow builder that allows you to create and customize complex procurement approval processes with an intuitive visual interface.
What's new
Parallel paths
Add steps in multiple paths to trigger at the same time. Use parallel paths to reduce approval time when multiple departments need to review.
Multiple conditions as outputs
Consolidate conditional logic into one node with a distinct path for each possible condition outcome. This should reduce the number of conditional nodes needed.
Step-by-step configuration guide
Step 1
Navigate to your company's Spend Programs.
Step 2
Create Spend Program.
Step 3
Click Procurement.
Step 4
Scroll to Approval workflow.
Step 5
Click "Edit" to modify and customize the workflow to your needs.
Step 6
Add steps by clicking the + icon between nodes. This workflow supports adding parallel paths, conditions, approvals, notifications, and vendor onboarding.
Step 7
Configure each step's properties in the side panel.
Step 8
Click "Test" in the upper right hand corner to evaluate whether the workflow is working as intended, by selecting a purchase order & viewing the outcome of the workflow.
Step 9
Click Save to save your workflow.
Best Practices
- Name your steps clearly to help track workflow progress
- Include instructions for approvers when configuring approval steps
- Use parallel paths to reduce approval time when multiple departments need to review
- Test your workflow using the simulation feature before publishing
Workflow Progress Tracking
Once a procurement request is submitted, users (submitters and reviewers) can track its progress:
- Visual workflow diagram showing current status––which step is pending, and by whom
- Review time spent in each step––how long each step is taking
- See completed and upcoming approvals in the workflow