The approval process controls the flow of requisitions and orders through PECOS P2P prior to purchase order transmission and receipts and change orders post order transmission. It determines when and to whom documents are routed for approval based on defined rules that are applied to all documents after they are submitted by a user. Invoices received can also be routed for approval as part of the settlement process, prior to being transferred to your finance system for payment. The approval plan is also referred to as the workflow and may be considered synonymous within this section.

The workflow process is one of the most powerful and versatile features of the PECOS P2P. As an administrator you are able to define the Approval Roles to be used in your plans, define workflow processes within Approval Plans and finally assign approval plans to users and determine which users are to fill the approval roles within Approval Rule Groups.

The following sections explain more fully the importance, options and steps involved in creating Roles, Approval Plans and Approval Rule Groups.

There are five basic types of document approval routing for which approval plan types are available and the following sections explain the different processing steps involved in the different document approval scenarios:

• Approval of Requisitions
• Approval of Purchase Orders (Order Requests)
• Approval of Change Orders
• Approval of Invoices
• Approval of Receipts

Requisition Approval
Purchase Order Approval
Requisition and Order Approval
Change Order Approval
Invoice Approval
Receipt Approval

The following help pages contain detail of workflow configuration:

• Approval Roles
• Approval Plans
• Approval Rule Groups

The following help pages contain detail of monitoring approval queues and how to reassign approval tasks:

• Approval Reassignment