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Change Request Status

  • 18 January 2022
  • 3 replies
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Userlevel 2
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I am importing Change Request data from another system into Acumatica.

This particular data was given a status of “Void” in the other system.

I noticed that Acumatica supports a status of “Rejected”. I am looking for an interactive way to assign the “Rejected” status to a selection of Change Request records
(hopefully without having to create a Change Order).

Thank you for reading this.

-Ken Severud

 

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Best answer by vkumar 18 January 2022, 07:38

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Userlevel 7
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Hi @kseverud34 

You can enable approval for Change request to move them to ‘Rejected’ status by using ‘Approvals’ screen.

  • Import the Change requests with ‘Hold’ column ‘unchecked’.
  • Documents should move to ‘Pending approval’ if an approval map has been set on Project preferences for Change request
  • One can reject the requests using approvals screen ( Approver can perform this as per approval map) 

 

Hope this helps,

Regards,

 

Userlevel 3
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Acumatica doesn’t have traditional tracking of owner/client response to Change Requests.
I’ve created drop-down attributes with Voided, Verbal Approval, Rejected… to solve for this.

Userlevel 2
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Thank you VijayKumarU and sroberts06

Sorry I was so late in my reply.

-Ken

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