|
Step |
Action |
Location |
Status |
|---|---|---|---|
|
1 |
Enable Advanced Workflow and Purchase Order |
Workflow Configuration Profile |
☐ |
|
2 |
Customize PO email templates (optional) |
Workflow Configuration Profile > PO Service |
☐ |
|
3 |
Create Workflow Roles and assign employees |
Workflow Setup > Roles tab |
☐ |
|
4 |
Create Workflow Groups with rule definitions |
Workflow Setup > Groups tab |
☐ |
|
5 |
Configure PO approval levels with group-to-role mappings |
Workflow Setup > Applications tab > Purchase Order |
☐ |
|
6 |
Verify legacy approval groups |
Approval Groups table |
☐ |
|
7 |
Configure delegation (optional) |
User Profile or Workflow Approval Delegations |
☐ |
|
8 |
Test with a purchase order submission |
Purchase Order entry and approval pages |
☐ |