Bulk assigning and reassigning purchase requests

Can I assign or reassign multiple purchase requests to a different workflow at once?

In a similar nature to reassigning purchase requests, we have created the ability to bulk assign or re-assign multiple purchase requests to different workflows. This function makes it easier to move related purchase requests to a single workflow at once, if approval workflows were to change.

1. On the platform, navigate to the Accounts Payable tab on the sidebar and select Purchase Requests.

2. Once you are in the Purchase Requests drawer, select the In Review tab to see all of your purchase requests created and awaiting approval.

3. Select all of the purchase requests you would like to reassign to a different workflow. Then, click the Actions dropdown menu button.

4. Select Reassign from the dropdown options. You will then be shown the Reassign to Workflow window to make the relevant changes.

5. Tap the Assign to Workflow dropdown menu to see your options for different workflows, and select the workflow you would like to move the purchase requests to.

6. Once you select a new workflow to reassign the purchase request to, you will see details about the new approval workflow. If all details are correct, tap Confirm to reassign the purchase requests to the new workflow.

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