We recently set up Acumatica “Approvals” for Purchase Orders. We are struggling with being overwhelmed with “re-approval” requests. Here is an example. We create Purchase Order X. We approve the Purchase Order. Then the supplier notifies us the Purchase Order will be shipped a week later than promised. When we update the Purchase Order to the new date we have to “re-approve” it. And the same re-approval request happens if we change the price of an item by any amount, delete an item the supplier says is not available, replace an item for a non-available item, etc. Is there a way not to have to re-approve Purchase Orders for small, immaterial changes?
Solved
New "Approval" required for small change to Purchase order
Best answer by dougmcbride79
We elected to understand and work with the way Acumatic is designed. We changed our work flow and now “re-approve” all changes to purchases orders. Re-approving purchase orders is much less work than we anticipated. Our buyer and the approvers have adapted and all is working well.
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I think the only way to achieve this, especially if you want to make changes to amounts is with a customization. If you were only updating the dates, then you could enable those fields after the purchase order is approved which would allow you to change them without kicking off the approval process.
1 person likes this
We elected to understand and work with the way Acumatic is designed. We changed our work flow and now “re-approve” all changes to purchases orders. Re-approving purchase orders is much less work than we anticipated. Our buyer and the approvers have adapted and all is working well.
1 person likes this
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