Approvals for reqs and POs

Has anyone successfully implemented approvals for both requisitions and
purchase orders? Specifically, the client wants a requisition to go through
an approval route and then if the requisition is approved, they want to
generate a PO from that requisition and have the PO go through some other
approval route.

Russell Karnap
[email protected]
OW Xe
OW ERP 8



J Russell Karnap

We are in the process of implementing this ourselves. The way we work is the approval route is based on the originator of the order, whether its a PR or PO. What we want to do is have the PR and PO follow the approval route of the originator of the PR. We configured the approval route for the PR and the PO the same. We then created custom code for the generation process to use the approval route of the originator of the PR, regardless of who actually created the PO. We have one buyer who takes the PR, creates a quote, takes the quote and creates a PO. What you could do is create an approval route for the PR to be one way and a route for the PO to be another way, but make sure the PO follows the approval route of the originator of the PR.


Stacy
OW Xe, B7333 Upd5, SP18.1, W2K, SQL2K

I have been able to set that up... We did it at one client based on the
users... we group the users so they would go into a certain Approval rate
(using G4241 Default Locations and Printers) and set up their Approval
routes so they went to their managers to sign off. Once they were approved
and the status moved on the requisition.... it would be generated into a PO
and then would follow the approval routing based on the PO and it's
limits.... let me know. thanks, Bobby








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