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1. Choose the search icon, enter Approval User Setup, and then choose the related link.

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2. On the Approval User Setup page, choose the New action.

Note: You must set up an approver before you can set up users who require that approver's approval. Therefore, you must set up yourself before you set up User A.

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3. Set up the two approval users by filling the fields as described in the following table.

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Setting Up Notifications

In this walkthrough, the user is notified by internal note about requests to approve. Approval notification can also be by email, and you can add a workflow response step that notifies the sender when a request is approved or rejected.

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1. On the Approval User Setup page, select the line for yourself, and then choose the Notification Setup action.

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2. On the Notification Setup page, in the Notification Type field, choose Approval.

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5. On the Notification Schedule page, in the Recurrence field, select Instantly.

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To set up SMTP Mail Setup

1. Choose the search icon, enter SMTP Mail Setup, and then choose the related link.

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2. Click on Apply Office 365 Sever Settings.

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3. Enter your Office 365 email address at the User ID field.

4. Enter your Office 365 password at the Password field.

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To create and enable a purchase invoice approval workflow

1. Choose the search icon, enter Workflows, and then choose the related link.

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2. On the Workflows page, Click New, then select New Workflow from Template action.

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3. On the Workflow Templates page, select the workflow template named Purchase Invoice Approval Workflow.

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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.

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Using the Purchase Approval Workflow

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