Skip to main content
Solved

Change Request Status

  • January 18, 2022
  • 4 replies
  • 282 views
K
Freshman II
Forum|alt.badge.img

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,

 

4 replies

V
Acumatica Employee
Forum|alt.badge.img+12
  • vkumar
  • Acumatica Support Team
  • 871 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,

 

VijayKumarU
sroberts29
Freshman II
Forum|alt.badge.img+1
  • sroberts29
  • Freshman II
  • 99 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.

Sherry Roberts | Aktion Associates
A
Acumatica Employee

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

K
Freshman II
Forum|alt.badge.img
  • kseverud34
  • Author
  • Freshman II
  • 11 replies
  • July 5, 2022

Thank you VijayKumarU and sroberts06

Sorry I was so late in my reply.

-Ken


Terms & ConditionsCookie settingsAccessibility statement
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved