Office Software Thread, Sharepoint - Purchase Order Approval? in Technical; Does anybody use Sharepoint for purchase order approval?
I have been looking at Workflows but never actually made one my ...
5th July 2012, 08:49 AM #1
Sharepoint - Purchase Order Approval?
Does anybody use Sharepoint for purchase order approval?
I have been looking at Workflows but never actually made one my self. We have an excel spreadsheet we use for Orders, and i would like to create a new order in sharepoint where you attach the spreadsheet, fill in some notes, it then emails whoever the Managers field in the AD User account is set to, and they have to click approve, once approved the bursar gets the email saying a new order is here, and the creator gets an email sayings its been approved.
Am i going beyond sharepoint 2010's limits or is this a lot easier to do than it looks?
5th July 2012, 09:24 AM #2
- Rep Power
This is actually possible, I am also currently learning Sharepoint and trying to get my head around workflows (Taking a while) but I just installed a Helpdesk from this site and its really quite good SharePoint 2010 templates for Health Organizations
5th July 2012, 09:24 AM #3
Sounds possible. We use sharepoint for requesting absence. The user fills in the custom form, it an email then goes to the appropriate people, they approve it then an email goes back to the creator saying if it has been approved or not.
EDIT: Make sure you create the workflows in sharepoint designer. you get much more functionality than if you try to create it in the browser.
Last edited by Admiral208; 5th July 2012 at 09:25 AM.
Reason: Additional Info
9th July 2012, 09:43 AM #4
14th November 2012, 06:07 PM #5
Got it working now, just had to do a little Sharepoint Designer 2010 learning. Managment seem happy with it, no longer being chased around to sign paper sheets.
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