REQUIREMENT We want to edit the bills and restart the approval process. We created a workflow to accommodate this. However, we are facing the following issues: When creating new transactions, we receive the error notification: “The transaction date is not within the date range of the selected posting period. Click Go Back, then do one… Continue reading Error in Workflow Approval Process for Bills: Posting Period and Approval Status Issues
Tag: approval_workflow
Purchase Order Approval Workflow
Purchase Order (PO) Workflow 1. Creation of PO Status: When a Purchase Order (PO) is created, it will be in “Pending Approval” (PA) status. Visibility: The following buttons will be visible to the Next Approver and Admin: Approve Reject On Hold 2. On Hold Action On Hold: When the “On Hold” button is clicked: Status:… Continue reading Purchase Order Approval Workflow
Edit Button Visible for Locked Records
Issue: An issue was encountered where the Edit button was still visible to users, even though certain records were locked through workflow processes. Although users were unable to edit the transaction due to the lock, the presence of the Edit button created confusion and led to unnecessary attempts to make changes. Here is a step-by-step… Continue reading Edit Button Visible for Locked Records
Email Reminders to Finance Managers Roles: A Custom Workflow Solution
Requirement: The Estimate of the client is approved by Finance Manager of the organization. An email reminder needs to be sent to the Finance Manager regarding any pending estimates awaiting approval immediately upon the creation of the estimate. Challenge faced: Sending timely reminders to finance managers about pending estimates for approval can be complex, particularly… Continue reading Email Reminders to Finance Managers Roles: A Custom Workflow Solution
SuiteApprovals > Approve Transactions via Email not Working.
Scenario The user is performing some tests in Sandbox where they try to approve a sample transaction (e.g. Purchase Order) via email. The Approve or Reject button is available within the email’s body and lets users click the Approve button if they wish to approve the transaction. Once clicked an email is generated and the user will just need to send… Continue reading SuiteApprovals > Approve Transactions via Email not Working.
Proposal for Implementing P2P Workflows
Requirement EVersum has expressed their desire to establish an approval process that efficiently manages the purchase invoice, proforma invoice, and payment approval process. The process aims to provide a streamlined and efficient approach for managing the approval process while ensuring appropriate financial control and oversight. Each step needs to be done only by authorized users,… Continue reading Proposal for Implementing P2P Workflows