Hello! Has anyone created a workflow for standalone vendor bills before? I'm using the 3 way match workflow for matching PO's to vendor bills, but for vendor bills that don't have a PO related to them, I will need an additional workflow to go through a hierarchy of next approvers based on a threshold dollar value. Does anyone have an example of how they've built this out before?

my go to is a couple of WF states with some fields on the transaction Fields: • next approver • approved to threshold (ie the last approvers limit) WF states: • Get next approver ◦ populates the next approver field based on logic • Pending approval ◦ adds some buttons if user = next approver; may send notification emails as well • Validate Approval ◦ Populates the 'Approved to Threshold' field. ◦ Transition through checking whether current approver can approve - if they can approve - goes to approved, if insufficient threshold, goes back to 'Get Next Approver' state

Here’s a blog post on building workflows that has some great tips and is a good starting place on how to build your own. It’s a simple example but could be used for basic approvals of any record https://www.mavencloud.tech/blogs/post/build_your_first_workflow

We just used SuiteApprovals for vendor bills