Physical Inventory Order Approvals

  • Navigate to Workflow Templates
  • Select Physical Inventory Order Approval Workflow
  • Click on New
  • Click on New Workflow from Template
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  • Capture desired conditions such as who the approver should be
  • Under Approval User Setup, the “Approve Physical Inventory Orders” field should be ticked for the specified approver
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  • Once satisfied that all necessary conditions have been stipulated, workflow can be enabled

Test Instructions

  • Navigate to Physical Inventory Orders
  • Create new order
  • Populate accordingly
  • Attempt to Post the Order
  • Verify the system displays the message:
     “This document can only be released when the approval process is complete.”
  • Send for Approval
  • Click on Send Approval Request to initiate the approval process.
  • Confirm that the Status changes to Pending Approval.
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  • approver notification: Verify that the approver receives a notification about the approval request.
  • approval process: Simulate or allow the approver to approve the request.
  • confirm release: Ensure the Status of the budget changes to Released after approval is granted.