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Purchase Order - Remove Print Option where Status is On hold or Pending Approval (2023R2)

  • February 12, 2025
  • 8 replies
  • 78 views

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Good day,

I want to remove the Option to Print when a Purchase Order has the status of On hold or Pending Approval.  The workflow is very confusing to manipulate.  Kinds scary if I remove something.  Is a customization easier or cleaner?  It is my first attempt to try do no code/low code process.  Does anyone have a sample?  Your assistance is much appreciated.

@grillevan 

Thank you.

Evan

Best answer by Nilkanth Dipak

Hi ​@grillevan,

I reviewed your customization package and noticed that you have not extended the system workflow.

You should not edit the system workflow directly; instead, you need to extend it in order to make modifications.

Find the attached updated package.

Hope it helps!

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8 replies

Nilkanth Dipak
Varsity II
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Hi ​@grillevan,

I believe this will be more easier to do from workflow customization / Low code/No code.

  • You just need to extend workflow and select the statuses which you want to make Print Action disable.
  • Uncheck the Active checkbox for Print Purchase order Action.
     

    Find the attached customization package.

Hope, it helps!


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  • Author
  • Jr Varsity III
  • 42 replies
  • February 12, 2025

@Nilkanth Dipak  Thank you very much.  It does seem the easier way to go. I am missing Pending Approval workflow.  How do update it?  Or is not showing for some reason?  See screenshot.

 


Nilkanth Dipak
Varsity II
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Hi ​@grillevan,

Have you created the Approval Map for PO from Assignments and Approval Maps(EP205500) screen?


If yes, Have you added this Approval map to Approval tab of Purchase Order Preferences (PO101000)screen?
 

Hope, it helps!


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  • Author
  • Jr Varsity III
  • 42 replies
  • February 13, 2025

@Nilkanth Dipak 

 

Thank you very much. Your directions are spot on.  Now, I thought I was good to go and test it but I can uncheck the Print Box.  I have administrator rights.  Any thoughts?

Thank you.

 


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  • Author
  • Jr Varsity III
  • 42 replies
  • February 13, 2025

@Nilkanth Dipak 

I can’t uncheck the box to disable to the Print function on HOLD or Pending Approval** Clarification


Nilkanth Dipak
Varsity II
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  • Varsity II
  • 392 replies
  • Answer
  • February 13, 2025

Hi ​@grillevan,

I reviewed your customization package and noticed that you have not extended the system workflow.

You should not edit the system workflow directly; instead, you need to extend it in order to make modifications.

Find the attached updated package.

Hope it helps!


Forum|alt.badge.img
  • Author
  • Jr Varsity III
  • 42 replies
  • February 13, 2025

@Nilkanth Dipak   Thank you.  Very much.  I didn’t know you had to extend or create a new flow.  I found instructions but it is still not clear

I appreciate your assistance.  It worked!! Yayy.

 


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  • Author
  • Jr Varsity III
  • 42 replies
  • March 14, 2025

@Nilkanth Dipak 

Nothing as changed but I am getting the message when I try to remove it from hold. I was about go live when I figure I would test it one more time;.  (Glad I did; it would have caused a major issue on Monday).

 


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