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

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:

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
    }
}

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,
    },
]

Top Replies

rinat.gil 10 months ago +1 suggested

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 …

0 rinat.gil 10 months ago

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 .

0 rinat.gil 10 months ago

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.fr@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 .

0 MitchKiah 10 months ago in reply to rinat.gil

Hi Rinat, that worked perfectly for the approval levels! Thank you!

Having multiple approvers doesn't seem to work though. I thought that was a side effect of the approval level issue I was having, but it seems like only the first ID in the "approver_ids" string gets accepted. Not sure if you have any ideas?

My submitted payload results in only the 9202161 group on the 2nd level approval.
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0 MitchKiah 10 months ago in reply to MitchKiah

rinat.gil Hi Rinat! Following back up on this because I forgot to at-mention you in my last question.
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0 MitchKiah 9 months ago in reply to rinat.gil

Hi Rinat, that worked perfectly for the approval levels, but opens up a second question:

Having multiple approvers doesn't seem to work as documented. I thought that was a side effect of the approval level issue I was having, but it seems like only the first ID in the "approver_ids" string gets accepted. Not sure if you have any ideas?

My submitted payload results in only the 9202161 group ending up on the 2nd level approval.
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