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Change Request Status


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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

 

Best answer by vkumar

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,

 

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4 replies

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  • Acumatica Support Team
  • 785 replies
  • Answer
  • January 18, 2022

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,

 


sroberts29
Freshman II
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  • Freshman II
  • 62 replies
  • May 19, 2022

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.


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  • Author
  • Freshman II
  • 11 replies
  • July 5, 2022

Thank you VijayKumarU and sroberts06

Sorry I was so late in my reply.

-Ken


ArtemOnoprienko27
Acumatica Employee

@sroberts29 ,  kseverud34 we developed Canceled status for change request in the 22R2 version


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