{"id":2550,"date":"2022-02-01T13:48:56","date_gmt":"2022-02-01T05:48:56","guid":{"rendered":"https:\/\/blog.facilitybot.co\/blog\/?post_type=knowledgebase&#038;p=2550"},"modified":"2023-10-17T16:26:13","modified_gmt":"2023-10-17T08:26:13","slug":"workflows-automate-creation-of-expenditure-requests-for-schedule-of-rates-responses","status":"publish","type":"knowledgebase","link":"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/workflows\/workflows-automate-creation-of-expenditure-requests-for-schedule-of-rates-responses\/","title":{"rendered":"Automate Creation of Expenditure Requests for Schedule of Rates Responses"},"content":{"rendered":"\n<p>After a vendor responds with a quote from a Schedule of Rates, a typical next step might be to obtain approval for that expenditure. With FacilityBot\u2019s intuitive workflow creator, the process of creating an expenditure request and seeking expenditure approval can be automated. This article deals with automatically creating an expenditure request. The second step to automate sending of approval emails is <a href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/manager-web-portal\/workflows-automating-sending-of-expenditure-approval-emails\/\">here<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Automate Creation of Expenditure\" width=\"1170\" height=\"658\" src=\"https:\/\/www.youtube.com\/embed\/LtI6qayRBAU?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a Workflow to Automatically Create An Expenditure Request<\/h2>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"468\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33.png\" alt=\"\" class=\"wp-image-4451\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33.png 1024w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-300x137.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-768x351.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-920x420.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-230x105.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-350x160.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/10\/image-33-480x219.png 480w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to FacilityBot Manager Portal<\/li>\n\n\n\n<li>Go to \u201cFeatures\u201d and select \u201cWorkflows\u201d.<\/li>\n\n\n\n<li>Click on the \u201c+ New Workflow\u201d button on the upper right.<\/li>\n\n\n\n<li>Select \u201cService from Schedule of Rate(SOR) Submitted\u201d from the Event drop-down menu.<\/li>\n\n\n\n<li>From the Name menu, select the name of the SOR from which you want to create an expenditure request.&nbsp;<\/li>\n\n\n\n<li>Select \u201cCreate Expenditure Request\u201d&nbsp;<\/li>\n\n\n\n<li>Click \u201cSave\u201d to save the changes<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"932\" height=\"524\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2.png\" alt=\"\" class=\"wp-image-3553\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2.png 932w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-300x169.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-768x432.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-920x517.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-350x197.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-2-480x270.png 480w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>With this workflow in place, an expenditure request will automatically be created when a vendor responds to a service request with quotes from that schedule of rates.&nbsp;<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing the Expenditure Request<\/h2>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"932\" height=\"522\" src=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3.png\" alt=\"\" class=\"wp-image-3554\" srcset=\"https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3.png 932w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-300x168.png 300w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-768x430.png 768w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-920x515.png 920w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-230x129.png 230w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-350x196.png 350w, https:\/\/blog.facilitybot.co\/wp-content\/uploads\/2023\/02\/schedule-of-rate-3-480x269.png 480w\" sizes=\"auto, (max-width: 932px) 100vw, 932px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click on \u201cExpenditures\u201d to view the newly created expenditure request.<\/li>\n\n\n\n<li>The newly created expenditure request is shown on the top. Further actions such as editing the expenditure request, seeking approval, updating the status of the expenditure, and viewing its history can be taken.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>After a vendor responds with a quote from a Schedule of Rates, a typical next step might be to obtain approval for [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","template":"","knowledgebase_cat":[49],"class_list":["post-2550","knowledgebase","type-knowledgebase","status-publish","hentry","knowledgebase_cat-workflows"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Automate Creation of Expenditure Requests for Schedule of Rates Responses - FacilityBot - Facilities Management Software<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blog.facilitybot.co\/blog\/knowledge-base\/workflows\/workflows-automate-creation-of-expenditure-requests-for-schedule-of-rates-responses\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Automate Creation of Expenditure Requests for Schedule of Rates Responses - 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