43

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.

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Category: Workflow (157)

STATUS DETAILS
New
17

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

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
8

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 ...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
9

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...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
25

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,

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
1

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...

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Category: Workflow (157)

STATUS DETAILS
New
2

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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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
1

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

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0 Comments

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Category: Workflow (157)

STATUS DETAILS
New
1

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.

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New
73

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...

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1 Comments

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Category: Workflow (157)

STATUS DETAILS
New