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Question

Example for Approval template for shop order changes from planned alternate 

  • June 25, 2025
  • 1 reply
  • 111 views
D
Do Gooder (Customer)
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  • DavMo
  • Do Gooder (Customer)
  • 3 replies

Hi everyone,

I’m working on setting up approval workflows for a couple of key processes and would really appreciate any examples or insights from the community.

I'm specifically looking for examples (templates, screenshots, descriptions—anything helpful) of rolled-out approval workflows for:

  1. Creating and configuring new part numbers, including structure and routing setup.

  2. Controlling changes to shop order structures and operations, especially when they deviate from the planned alternates.

If you've got anything in place—formal or lightweight—that works for you, I’d love to see how others have approached this.

Thanks in advance!

1 reply

Abdul
Superhero (Partner)
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  • Abdul
  • Superhero (Partner)
  • 538 replies
  • June 25, 2025

Hi ​@DavMo,

We implemented the Approval workflow for a client for Inventory Part, Product Structure Alternate, and Routing Alternate.

Inventory Part: Any new Inventory Part would be created with Part Status Hold by default, and automatically, an Approval workflow would be fetched in the attachment panel. In order to change the Part status to Active, the approval workflow would need to be completed.

Likewise, the system automatically fetched the approval process for Product Structure Alternate and Routing Alternate. Again approval process would need to be completed to make PS Alternate and Routing Alternate Status to Buildable.

Controlling changes to Shop Order: Approval workflow can be configured with a condition that before changing PS or Routing information Approval Process needs to be completed.

Hope this helps.

 

Regards

Abdul Rehman

 

https://www.linkedin.com/in/abdul-rehman-ifscloudexpert/


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