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

MitchKiah over 1 year ago

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 over 1 year 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 …

Parents

0 rinat.gil over 1 year 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 .

Reply

0 rinat.gil over 1 year 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 .

Children

0 MitchKiah over 1 year 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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