How to create a purchase document flow?

On the purchase document flows, it is possible to define a set of criteria that allows to subject the document to approval using the condition and authorization configuration. Besides these configurations, you can create purchase document flows. av_textblock]

Define conditions

The purchase flow conditions allow to define automatic rules for document approval, that is, according to the condition created it is possible to spare or subject the document to approval by a group of users.

To define conditions in document flows, follow these steps:

1. Access Administrator | [Company] | Purchases | Company Parameters | Document Flows;
2. On the dashboard at the right, select the context option New Flow;
3. Specify the Name and the flow Description;
4. Select and drag to the flow editor the option New Condition;
5. Define the condition and the flow sequence;
6. Finally, click Save.

Define authorization

The authorization/approval flow creation to use in document flows allows to create an approval mechanism for the document can move to the next level.

To create an authorization flow, follow these steps:

1. Access Administrator | [Company] | Purchases | Company Parameters | User Groups;
2. On the dashboard at the right, select the context option New Authorization;
3. Specify the Name and the authorization Description;
4. Select and drag to the necessary authorizations to the editor;
5. Define the necessary authorization sequence;
6. Finally, click Save.

Create document flows

The purchase document flows allow to define the authorization/approval and conditions, and define them according to the flow context a document will be subject to pass to the next state.

To setup a document flow for purchase documents, follow these steps:

1. Access Administrator | Company | Company Parameters | Document Flows;
2. On the dashboard at the right, select the context option New Flow;
3. Specify the Name and the flow Description;
4. Select the documents to be included on the flow;
5. Select the authorizations and the conditions to include, if necessary;
6. Define the level for each document and perform the corresponding link;
7. Finally, click Save.