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How to create an Approval Routing for PunchOut orders
How to create an Approval Routing for PunchOut orders
Updated over a week ago

You must be a Superuser or have settings permissions to manage approval routings to complete the steps below.

Steps:

Step 1: Create a Custom Field named PunchOut Order.

  1. On the left-hand navigation bar, select Settings.

  2. Select Customize Request For Order Form.

  3. Then select + New Custom Field.

  4. Enter the field name PunchOut Order or any other name that would be recognizable to your requesters.

  5. Select the toggle Required.

  6. Set Field Type from the dropdown Checkbox.

  7. Select Save Custom Field.

Step 2: Create a new Approval Routing Group and ensure that the trigger is the Custom Field you created in step 1.

  1. On the left-hand navigation bar, select Settings.

  2. Select Manage Approval Routing.

  3. Select the option to +Create a New Group and select Next.

  4. Enter the name PunchOut Approval Group.

  5. Select+Add Condition under Request Type at the top of the pop-up window and select Request for Order from the drop-down.

  6. Locate the PunchOut Orders section , and select +Add Condition. Set the toggle to On.


  7. Add any other conditions applicable to this Approval Group and select Create Group.

  8. Select your Approvers and Thresholds for this Group.

  9. Inform all Requests going forward to use this custom field to indicate whether their request is a Punch-Out order.

Additional Information:

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