Approval workflow for sales order invoices
It is possible to define a workflow for the approval of free text invoices. It would be desirable if a similar workflow for the approval of sales order invoices could be set up, e.g. to avoid credit notes to be issued without an approval of a person with the appropriate signing limit.
Timesheet approvals should auto-advance to the next timesheet document awaiting my review
As of F&O version 10.0.30, the timesheet approval process is clunky when I'm a manager of several employee-resources and need to review-approve, review-approve, review-approve, review-reject, review-approve, etc, etc.
It is
Vendor Invoice Approval - No restart after request change, rejection
In an invoice approval workflow with conditional decisions, it should be possible that when rejecting the approval or requesting a change, the entire workflow checks the conditional decisions again after the change and is then reassigned to the person who should receive the workflow according ...
Vendor Invoice Approval - Changing possibility while workflow is in approval process
In an Invoice Approval workflow with conditional decisions it should be possible to have the possibility to restrict the option of making changes to an invoice such as changing the invoice total or other financial data used from the pending Vendor Invoices Menue.
Exam...
Create a history workflow cleanup
Hello,
I propose to create a cleanup job for workflow history.
This will allow to better govern the volumetry of the database.
Thanks,
Ledger settlement: Incorrect filter results for marked ledger settlements when filter by User ID is applied
When system Admin selecting to filter by a user's ID that has no settled transactions displays all settled transactions.
Business Process is for a number of people to settle ledger transactions. Then a supervisor will review and make and Journal adjustments that are required t...
Physical transfer of fixed asset to other locations
When we shift inventory from one location(Site) to other location(site), we create Transfer order in system that is shipped by the shipper of inventory and received by the receiver of inventory after physical receipt of inventory. In this way, the whole process is controlled end to end.
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Batch processing output to file folder
Bring back the ability to batch process reports to a file path for easy integration for excel macros. I hate th
Only create Work Items if the user is active and has access to the User Group + Company combination
Workflow items are created for every user who has access to the User Group but it does not take into account if the user is active or if the user has access to the Company too. A work item should only be created if a user can truly approve the item.
Workflow History to display errored lines from Sub-Workflows on Main Workflow history.
In cases where we have a failure in a Sub-Workflow for line approval (see PO Invoice Line Review or PR Line Review), the user would see the failure in the Main Workflow, but then need to open the Workflow element activities of the Sub-Workflow and examine the records line by line, from the Sub...