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Future Consideration

Purchase order approval process

  • Jun 3, 2022 10:26 PM UTC
  • 5 replies
  • 173 views

guidelagui
Apprentice
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Please add purchase order approval functionality.

No sense if there is no approval for PO.

Something that can be automated under certain amount request approval over that, or for particular reseller, or ok if under a define budget for the fiscal year after that need approval, one or two level up as need.

5 replies

guidelagui
Apprentice
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  • Author
  • Apprentice
  • Jun 3, 2022 10:33 PM UTC

Please move this to FreshService Subforum.


zachary.king
Top Contributor ⭐
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  • Top Contributor ⭐
  • Jun 6, 2022 1:52 PM UTC

Hello @guidelagui, not sure if this helps but we have built out a number of purchase request approval workflows with Freshservice’s Workflow Automator. You can use this to reference who the approval needs to go to and what actions happen on an approved or rejected response.

Take care!


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  • Contributor
  • Dec 30, 2022 10:37 AM UTC

Hello @guidelagui, not sure if this helps but we have built out a number of purchase request approval workflows with Freshservice’s Workflow Automator. You can use this to reference who the approval needs to go to and what actions happen on an approved or rejected response.

Take care!

How exactly did you implement workflow automator’s on PURCHASE ORDERs?  I’m on the enterprise plan and find no such option.


  • Community Debut
  • Feb 7, 2023 5:42 PM UTC

Anyone ever figure this out?


mike.steinke
Community Debut
  • Community Debut
  • Feb 7, 2023 6:12 PM UTC

I submitted a feature request, suggest you do the same.