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Requisition Approva...
 
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Requisition Approval after bidding  

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gproxy
Posts: 9
 gproxy
October 13, 2020 12:58 pm
(@gproxy)
6-20 Posts
Joined: 4 months 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)
6-20 Posts
Joined: 4 months 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: 4 months ago

6-20 Posts
Posts: 9
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
    ★★ All-Star ★★
(@timrodman)
Joined: 5 years ago

Over 200 Posts
Posts: 2488
December 30, 2020 11:14 pm
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: 4 months ago

6-20 Posts
Posts: 9
January 6, 2021 4:08 am
Reply toTim RodmanTim Rodman
gproxy
Daru

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

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Tim Rodman liked
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