Saved Search for PO Help

Hi,

I’m working on Saved Search to send weekly reminders for employees to approve outstanding PO.

Unlike when I chose an invoice which has Pending Approval as an option it seems like it does not have the same option. I only have the option to use Pending Supervisor Approval.

 

Rookie Asked on May 12, 2022 in How To's.
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1 Answer(s)

If you are using a approval workflow to run your PO approval, then you need tp assign a specific user as approver(next approver) by the workflow. Then in search criteria use the Approval status = Pending Approval or Status = Pending Supervisor Approval to filter only the unapproved PO’s. Use the next approver field from the search to define the  recipient from the result value in the send email section of the search. Scheduling should be self explanatory .

Advanced Answered on May 13, 2022.
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