Purchase Requisition Status

Thanks @ChandraM, that makes sense. Any suggestions on how we might be able to automate the process then? We only really want human interaction at the start (creating/releasing the Request) and at the end (releasing the PO). Otherwise it doesn’t work as well as we’d have liked. We are only using the process for internal purchased item requests/POs e.g. no bidding would be required.

Hi @rlowe311074 Thanks for the update. Appreciated!

Here is what can be done without code and without customization. But, some has to review and remove hold on Requisitions.

1. Change the Inquiry to Enable Mass Action on records

2. Add the Remove Hold to the Mass Action tab

   

3. Review the Remove Hold in the Inquiry

Hi @rlowe311074 There is a way to schedule this Action.

1. Create an Import Scenario for the Requisitions Screen to remove Hold
2. Schedule the process using the screen “Process Import Scenarios”’

Thanks
Chandra

Thanks @ChandraM, I’ll give it a go!

Hit another snag! When scheduling using the Create Requisition screen, the schedule errors & fails because the mandatory Creator field (in the Requisitions I’m trying to create) cannot be empty. I can’t see anywhere in the Automation Schedules tabs that I could specify this, only Conditions & Filter Values which would narrow the pre selection criteria down. Is there a way to insert a Creator (I assume we would have to specify the same Creator for every Requisition?)? I assume the Process All action that I am trying to call works when I do it manually as it uses my login to fill the Creator field?

TIA.