Has anyone had luck creating Purchase Orders through the API with multiple Approval levels?

MitchKiah

I'm able to create Purchase Orders using the API without any issues. I can also create purchase orders with a single approval level. Where I'm struggling is when trying to create a purchase order with multiple approval levels. At this point I've run out of ideas and would love any input. Thanks!

What I've tried so far

I tried following the API documentation but haven't been having much luck.

https://apidoc.samanage.com/#tag/Purchase-Order/operation/createPurchaseOrder

"approval_levels_attributes": [
  {
    "id": "1",
    "approver_ids": "1, 2",
    "approval_condition": "1"
  }
],

With some trial and error, I was able to figure out the following:

• I'm not sure how id is used, and leaving undefined still allows creating a PO with a single approval level.
• approver_ids is a comma separated string of "group" ids for the different approvers.
• approval_condition seems to be the "Only one approver", "All approvers", or "50% or more approvers"

I initially assumed each "level" would just be defined as a separate item in the list, but that actually doesn't work and sort of breaks the approvals, creating a duplicate of the Level 1 approval that the system ignores .

"approval_levels_attributes": [
    {
        "approver_ids": ""6712085",
        "approval_condition": 1
    },
    {
        "approver_ids": "6712085,6828711",
        "approval_condition": 1
    }
]

  

I also tried checking the network traffic when submitting from the web. Submitting a PO with these approval levels were submitted as a form with this attribute breakdown:

 

I tried resubmitting as a list of approval levels in the two following ways:

1.  This payload actually ended up having the same error as submitting list the list of approvals above, with a duplicate Level 1 approval.

   "approval_levels_attributes":{
       0: {
           "approver_ids": data.pop("approvers"),
           "approval_condition": 1
       },
       1: {
           "approver_ids": "6712085,6828711",
           "approval_condition": 1
       }
   }

           
   
   
   
   
2. This payload, the closest to the actual documented payload, weirdly gave me a 404 error...

   "approval_levels_attributes": [
       {
           "id": "0",
           "approver_ids": "6712085",
           "approval_condition": 1,
       },
       {
           "id": "1",
           "approver_ids": "6712085,6828711",
           "approval_condition": 1,
       },
   ]

rinat.gil

Hey @MitchKiah, 
You can create the Purchase Order with multiple Approvals level with the API using the level.

You need to  add level  part of the approval_levels_attributes

https://apidoc.samanage.com/#tag/Purchase-Order/operation/createPurchaseOrder

Here is an example of a request 
You need to modify the values according to the relevant data.

{  "purchase_order": {    "name": "test 222222344",    "buyer_id": "272751",    "buyer": {      "email": "guy.frieman@solarwinds.com"    },    "order_date": "May 30, 2023",    "due_date": "May 30, 2024",    "site": {      "name": "Site A",      "location": "A"    },    "department": {      "name": "Finance"    },    "state": "draft",    "requester": {      "email": "guy.frieman@solarwinds.com"    },    "recurrence": "Monthly",    "total_cost": "1",    "currency": "USD",    "tax": "1",    "notes": "Purchase notes",    "vendor": {      "name": "google"    },    "billing_address": "Billing address",    "shipping_address": "Shipping address",    "payment_terms": "Purchase terms",    "terms_conditions": "Terms conditions",    "approval_levels_attributes": [      {        "approver_ids": "7142201",        "approval_condition": "1",        "level": "1"      },      {        "approver_ids": "7142035",        "approval_condition": "2",        "level": "2"      }    ]  }}

We will make sure to add it to the API docs .