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Hi
A client has asked us to investigate a method / mechanism to alert them of any Vendor price change. This should happen at the purchase receipt stage - so the price and /or amount is changed on receipt. I’m thinking that we could probably use Acumatica “Assignment and Approval” for this. Is there any reason why it may not be suited i.e. how does one configure “Assignment and Approval” to detect a price change or whether it exceeds a specific threshold, say perhaps an increase of 15%?
Is there a better way of doing this?
Kind Regards - Grant
Hi
After further discussion with the client, the requirement has changed - as it does 🙂
So whilst they still require a notification they also need a task created for the assigned user. Any ideas would be appreciated.
Kind Regards - Grant
Changing requirements? Shocking 🙂
When you say notification, do they want an email notification or some other kind of notification?
I don't think you can use Assignment and Approval for this because that feature is for approving documents.
For an email notification, you might look at the Automation Notifications (SM205040) screen, but I don't think you'll be able to pull it off because you need to compare numbers from two different screens (Purchase Order and Purchase Receipt) and Automation Notifications are specific to one screen at a time.
You might be able to accomplish this in the new Business Process Monitoring feature in Acumatica 2018 R1 (click here and search the page for "business"). I'm thinking that you would create a Generic Inquiry with a formula column that pulls either the Purchase Order Unit Cost or the Purchase Receipt Unit Cost, then detects if the field changes. But I'm not sure yet if Business Process Monitoring can detect changes in formula fields.
Business Process Monitoring can also trigger an Import Scenario in addition to an Email Notification. You might be able to use the Import Scenario to create your Task.
Otherwise, you're likely looking at a customization.
Hi Tim
Thanks for your response. I was hoping that I could use to Assignment and Approval Maps to allow a designated approver to approve any change made to receipted quantity or unit cost. Unfortunately it doesn't seem to able determine a difference in what has been ordered and what has been receipted.
Kind Regards - Grant
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