Create Contract Administration and Procurement transaction workflow rules

1. Log in to Sage Construction Management as an Admin.
2. Go to Settings > Workflow > Contract Admin & Procurement.
3. In the Workflow Rules section, select Add.

   The Add Workflow Rule form opens.

4. In the Step 1 - Features section, enter the Rule Name and optionally a brief Description.
5. If the workflow type is Project/Feature based workflow, select the Project.
6. Select the Module and the Features that the rule pertains to.
7. Select Continue.
8. In the Step 2 - Features section, select the Total or Subtotal to be used in the equation from the Field dropdown
9. Select the Expression and enter the Value.

   For example, if the rule applies to change orders with total greater than $5,000, then select Greater Than (>) from the dropdown and enter 5000.

10. Select Continue.
11. In the Step 2 - Features section, select the approvers as follows:
    1. Select the Approver1 from the dropdown.

       The employees listed in the dropdown are those with access to the feature, such as the PO, and not all users. The alias options refer to the users referenced in the respective fields of the Project Details form.

    2. If there are multiple people required to review the transaction, for each approver select Add Approver and select the approver from the dropdown.
    3. If all approvers must approve the transactions, select AND from the dropdown next to the Approver2 and specify if the approval order will be Parallel or Sequential; otherwise, select OR.

       If the approval order is parallel, there's no specific order for users to approve the transaction.

    If the workflow type is Feature based workflow with Project Manager Alias or Admin Approvers, the approvers are selected by default and are not configurable.
12. Enter the number of work days by which transaction has to be approved after creation in the respective field.

    Sage Construction Management will calculate the alert or due date based on the transactions issue date and the work days value.

13. Select Continue.
14. Select Save.

Next step: Optionally, copy an individual or multiple workflow rules, or edit a workflow rule.