Friday Feature - Auto Approving When Saving Edited Requisitions
Some people like to be very purposeful in their actions; while others like to move along as fast as possible. It is just these types of differences in methodology that define a workflow. That is why Escape Online has two workflow approval flags that allow a department to declare their allegiance to one method or the other. For vendor requisitions, stores requisitions and department requisitions, the workflow approval path has two flags that deserve your consideration.
Allow Editing While Submitted - Allows requisition approvers the ability to edit requisitions in the Submitted status as if the requisitions were in the Open status. (See the Approval Power blog for more info on this flag.)
Auto Approve When Reevaluated - Automatically approves (or not) the requisition when the user saves/closes after editing while in the Submitted status.
These flags are an awesome one-two combination for the perfect requisition approval workflow! Here's how it works.
When a user's workflow role is in an approval path with the Allow Editing While Submitted flag is set to YES, they can edit the requisition as if it was in the Open status. (They can do this from the requisition activity or they can use the quick link on the approval list.)
Once they are finished making their changes, they obviously would want to save those changes, so they would click the Save/Close button.
And, here is where a department's method of choice comes into play. If your department is of a mind that you need to move along as fast as possible, they are going to set the Auto Approve When Reevaluated flag to YES. This means if, while reviewing a requisition that is ready for your approval, you make changes, when you save your changes, Escape Online automatically approves the requisition. In other words, you are done!
Now, if the department's method of choice is to make sure you purposefully approve the requisition. Then the scenario for making changes differs slightly. When you are done making your changes, you will still need to post your approvals/denials from the Approval activity.
Both methods are perfectly valid. It all depends on your workflow.
Escape Online also supports workflows for AP payments, direct payments, employee payments, HR authorizations and, in the next release, journal entries and budget transfers. It's very important to us that Escape Online 5 adapts to your way of working, not the other way around.