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| The Purchase Order Expense Report template is a workflow that routes from a salesperson an employee to his/her manager for approval and optionally a VP the CFO if the PO is greater then $10$2,000500. Finally, it routes to the Client Finance for electronic signaturepayment.
Salesperson Employee > Manager > VP CFO (conditional) > ClientFinance
The video at right guides you through installing and using this template or you can follow the steps below.
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| 
Install and try out the Expense Report template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above. |
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title | Step 2. Upload the Purchase Order Template |
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- Click this link to download the template and save it (PurchaseOrderExpenseReport_app.zip).
- Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
- Click the
Upload icon at the top of the Applications page. - Leave all checkboxes unchecked and upload the PurchaseOrderExpenseReport_app.zip file.
- Click the Edit button for the Purchase Order Expense Report application that was created and click the Flows button at left.
- Click the
Deploy icon for the Purchase Order Expense Report workflow.
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Use Template
Click each step below to expand it.
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