How do I reassign a purchase request to a different workflow?
If a purchase request is assigned to an incorrect workflow, or needs to be assigned to an updated workflow, this function allows users to make these changes. We previously created this ability for invoices and have thus replicated it for purchase requests.
Note: This feature is only available for Organisation Admins (OAs) and Finance Approvers (FAs).
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On the platform, navigate to the Accounts Payable tab on the sidebar and select Purchase Requests.
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Once you are in the Purchase Requests drawer, select the In Review tab to see all of your purchase requests created and awaiting approval.
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Select which purchase request you would like to reassign to a different workflow. Then, click the Actions dropdown menu button.
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Select Reassign from the dropdown options. You will then be shown the Reassign to Workflow window to make the relevant changes.
- 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 request to.
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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 request to the new workflow.
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