Long story short, our invoice invoice approval system is getting cutover to a new platform and in the interim period our ops department is left without a means of doing our typical and critical approval workflows (construction industry). The key features are multiple sequential approvers (of which there may be 1-4) and the ability of each approver to add or edit coding line items coding out the value of the invoice to budget codes (first approver should fully code it, follow on approvers review and approve or edit the coding if incorrect).
What I know at the moment is the new system will kick invoices to our office manager's email with the invoice PDF as an attachment. I have a flow setup that takes the incoming email, grabs the attachment, creates a new sharepoint item and adds the PDF as an attachment and fills in some details about vendor/invoice #/amount/etc. I haven't yet but I think the right approach is a second sharepoint list of line item coding that links to the invoice item in the first list. Will probably try my first run at power apps for this as the user would need to dynamically add 1 or more line items linked to the invoice item list.
What I need is a way for the office manager to route the invoice/new sharepoint item to one or more team members on the project, and these approvers will need to be manually selected by the office manager when they are are notified of the new invoice as opposed to the approvers being hard coded by the flow. For example an invoice might come in for safety supplies, that the office manager would then route to our safety manager, the senior project engineer, and then the project manager. They also might get a legal invoice that goes direct to only the project manager, or a steel material invoice that goes to the engineer overseeing the steel fabrication and then the project manager.
While I haven't gotten to the coding part of the process, I can't quite figure out how to let the office manager manually select who goes into the approval sequence. any thoughts here? Ideally the OM would get a notification of the new invoice in the sharepoint list and prompt them for who to put in the sequence (AD users who are members of the sharepoint site im guessing?). Possibly they could just filter the sharepoint list for "unrouted" invoice items and then go edit the record and select users who are approvers but not sure how it would know the sequence.
Any input here would be appreciated. I've googled around a bit but must be choosing the wrong description since I haven't found this specific option.
