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To set up how and when you are notified
1. On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action.
2. On the Notification Setup page, in the Notification Type field, choose Approval.
3. In the Notification Method field, choose Note.
4. On the Notification Setup page, choose the Notification Schedule action.
5. On the Notification Schedule page, in the Recurrence field, select Instantly.
To create and enable a purchase invoice approval workflow
1. Choose the search icon, enter Workflows, and then choose the related link.
2. On the Workflows page, select Actions, then select New, and then choose the New Workflow from Template action.
3. On the Workflow Templates page, select the workflow template named Purchase Invoice Approval Workflow.
4. The Workflow page opens for a new workflow containing all the information of the selected template. The value in the Code field is extended with -01 to indicate that this is the first workflow that is created from the Purchase Invoice Approval Workflow workflow template.
5. On the header of the Workflow page, select the Enabled check box.
Using the Purchase Approval Workflow
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To request approval of a purchase invoice, as User A
1. Sign in as User A.
2. Choose the icon, enter Purchase Invoice, and then choose the related link.
3. Select the line to open Purchase Invoice 106001.
4. On the Purchase Invoice page, choose Actions, then Request Approval, and then choose the Send Approval Request action.
Notice that the value in the Status field the Status field has changed to Pending to Pending Approval.
To approve the purchase invoice, as User B
1. Sign in as User B.
2. On the Role Center, in the Self Service area, choose the Requests to Approve tile.
3. On the Requests to Approve page, select the line about the purchase invoice by User A, and then choose the Approve action.
4. The value in the Status field on Alicia's purchase order changes to Released.