cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Occasional Member - Level 1

Cost Object workflow - Setup

Hi, 

I have a requirement where i need to enforce COA approval only when user changes his actual cost Center and wants to charge cost to other cost center, can anyone please let me know the condition i need to maintain in Workflow. 

1 Solution

Accepted Solutions
Highlighted
Solution
Occasional Member - Level 3

Re: Cost Object workflow - Setup

We have exactly that set up. Once you've got the cost object approval step in the workflow, add a "step rule" with the action "skip step", and in the condition specify that the Report cost center should equal the Employee cost center; then it will skip the step unless the cost centers are different.

 

(The exact fields you use will depend on your org structure setup, for us it's Company Hierarchy Level 3).

 

Hope that helps,

James

View solution in original post

2 Replies
Highlighted
Solution
Occasional Member - Level 3

Re: Cost Object workflow - Setup

We have exactly that set up. Once you've got the cost object approval step in the workflow, add a "step rule" with the action "skip step", and in the condition specify that the Report cost center should equal the Employee cost center; then it will skip the step unless the cost centers are different.

 

(The exact fields you use will depend on your org structure setup, for us it's Company Hierarchy Level 3).

 

Hope that helps,

James

View solution in original post

Highlighted
Occasional Member - Level 1

Re: Cost Object workflow - Setup

Thanks James, it worked.