Out of the box approval for purchase order

[Tanmay14]

Hello,

I have a requirement from client for setting up approval for hardware purchase order. On purchase order for Hardware, client would like to have an approval step that generates an approval record. The approval would go to the HAM Purchase Approvers Group and they would like this related approval record to be visible from the Purchase Order.

As per my understanding the approval activity for a group can be added in the ‘Source Request’ workflow and the approval records appear in the related list of the REQ record instead of purchase order record. https://www.servicenow.com/docs/bundle/xanadu-it-asset-management/page/product/procurement/concept/c...

I would like to know if there is any other OOTB HAM PO workflow where I should add this approval activity so that the approvals are visible under the purchase order record.

Thanks

[Runjay Patel]

Hi @Tanmay14 ,

PO approval is there but not for group its by individual who have "contract_manager" role.

While submitting PO for review user can select from whom they want to get it approved.

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[Tanmay14]

Thanks Runjay, as per confirmation from client what they are looking for is to trigger an approval once PO record is manually created and only after it is approved, order can be placed. I guess I will have to create an approval for the said group via business rule once PO record is manually created and keep the 'Order' button on PO record disabled until the approval is approved.