Our Approval Map for PO Requisitions has been working well, until we wanted to wait until after bidding is complete.
Desired process is:
Requisition Created
Sent for Bidding
Bidding Complete, Price Finalized, and Vendor selected
Management Approval
So far we’ve been unable to delay triggering the approval to after bidding is complete. We’ve tried several combinations of Steps and Rules, but it appears to want to go directly from On Hold to Pending Approval.
Is there a way to accomplish the flow outlined above?
Thanks very much
Andy
Best answer by Irina
Andy Smith wrote:
Irina - Thank you for the detailed response. I will review the steps you describe.
Question: In other areas of the system, we’ve seen Automation Steps replaced by the new Workflow Automation engine. Can we anticipate that happening with Requisitions? And if it does, would my custom Automation Steps carry forward?
The result that you'd like to reach is a significant interference and we cannot guarantee this will work correctly or will not break throughout the upgrades.
Answering your question: customized Automation Steps could not be transferred to the new Workflow Engine during the upgrade. You will need to re-create the same steps in the Workflow. An example could be found here:
Acumatica is planning to introduce a new engine for the Requisitions form in Version 2021 R1. Please note that the target version is preliminary and may change.
It is possible to set the bidding before the approval using the Automation Steps functionality. I am not sure that it is possible to approve the document without negative consequences after that. To configure the system you have to rebuild all the steps and make sure they flow consistently in all the directions and scenarios which require a particular expertise level.
In general, you will need to:
add extra Pending Bidding/Bidding Complete/Bidding Incomplete steps and set up proper conditions for them
adjust existing Open step based on the approved bidding
adjust existing Pending Approval step to trigger based on the completed bidding
For inspiration, check out the Step-by-step guide section of the following article:
Irina - Thank you for the detailed response. I will review the steps you describe.
Question: In other areas of the system, we’ve seen Automation Steps replaced by the new Workflow Automation engine. Can we anticipate that happening with Requisitions? And if it does, would my custom Automation Steps carry forward?
Irina - Thank you for the detailed response. I will review the steps you describe.
Question: In other areas of the system, we’ve seen Automation Steps replaced by the new Workflow Automation engine. Can we anticipate that happening with Requisitions? And if it does, would my custom Automation Steps carry forward?
The result that you'd like to reach is a significant interference and we cannot guarantee this will work correctly or will not break throughout the upgrades.
Answering your question: customized Automation Steps could not be transferred to the new Workflow Engine during the upgrade. You will need to re-create the same steps in the Workflow. An example could be found here:
Acumatica is planning to introduce a new engine for the Requisitions form in Version 2021 R1. Please note that the target version is preliminary and may change.
4 years later and we are now stuck with the same issue. We can’t get Acumatica to approve the Requisition after it has been sent for Bidding. Do you know if Acumatica has resolved this in 2024 R1?
Do we still have to go and edit the State Diagram Workflow? Just want to confirm that this is the only solution before we go down that route.
“Acumatica is planning to introduce a new engine for the Requisitions form in Version 2021 R1. Please note that the target version is preliminary and may change.” - This new engine, are you referring to the State Diagram?
4 Years later and we are now sitting with the same issue. We can’t get Acumatica to approve the Requisition after it has been sent for bidding.
Do you know if there is a solution for this? Our customer is on 2024 R1.
It seems like the obvious solution is to customize the State Flow Diagram, but before we go this route I would just like to first check if there is a solution within the Approval Maps or a setting that we are missing.
I see you mention the new requisition engine from 2021R1, are you refering to the new State Flow Diagrams?
We use 3 different kinds of cookies. You can choose which cookies you want to accept. We need basic cookies to make this site work, therefore these are the minimum you can select. Learn more about our cookies.
