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Questions Requisition Approval after bidding

 
Everything Else
Last Post by gproxy 5 years ago
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gproxy
Posts: 10
 gproxy
Topic starter
October 13, 2020 12:58 pm
(@gproxy)
Active Member
Joined: 6 years ago

Hi,

Please help, is it possible to have approvals after requisition bidding process but before creating Purchase Order. I have attached the original workflow and the desired setup.

Thank you

original
desired

 


4 Replies
Daru
Posts: 10
 Daru
October 13, 2020 11:24 pm
(@daru)
Active Member
Joined: 6 years ago

Hi gproxy,

From what I know default of Acumatica, has an approval scenario on requisition flow (especially the bidding process) not yet accommodate. Maybe you want to try using role access to define who will responsible release the document as approval, or you can customize it.

I don't know which version you used also. Hope this helps. 

Daru

https://sunartha.co.id

Indonesian Acumatica Gold Partner VAR


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gproxy
 gproxy
(@gproxy)
Joined: 6 years ago

Active Member
Posts: 10
October 14, 2020 12:00 pm
Reply toDaruDaru

@daru Thanks for the response. I am on Acumatica 2020 R1, and yes the approvals can be set on requisitions. My question is can the approval be set to start after "complete bidding" process? as depicted in the 2 images attached.


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Tim Rodman
 Tim Rodman
Admin
(@timrodman)
Joined: 11 years ago

Famed Member
Posts: 3204
December 31, 2020 12:14 am
Reply togproxygproxy
Daru

@gproxy Not that I can think of. In general, approvals trigger when a document is taken off hold. The complete bidding step is separate from taking the document off hold.

 

Maybe you could do something with the new workflow engine. I'm not that familiar with it personally, but maybe you can interact with approvals.


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gproxy
 gproxy
(@gproxy)
Joined: 6 years ago

Active Member
Posts: 10
January 6, 2021 5:08 am
Reply toTim RodmanTim Rodman
gproxy
Daru

@timrodman Thanks. I am now looking for workflows training material


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Tim Rodman reacted
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