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After planned purchase orders are firmed, the ‘Approval status’ is default to ‘Approved’ on purchase order screen, which is skipping the purchase order workflow. Suggest to default the ‘Approval status’ to ‘Draft’ while workflow is enabled; or have a parameter like 'require workflow' to control planned purchase orders. Then the workflow process should work the same way as any other manually created purchase orders.


The reason is: the 'approve' and 'firm' on the planned order screen is normally used by the planning / purchasing department, then workflow is still required from purchase authorisation / financial point of view.


 

Category: Planning
STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

 

Sincerely,

Roxana Diaconu

PM, Microsoft

Comments

P

Hello all,

A PO that has been created by firming a planned order from master planning is always set to a status of Approved, regardless of the change management settings. This is indeed a problem in my organisation where MRP is run by junior staff who's not authorised to approve POs. We definitely need a workflow for firmed planned POs so these can go to relevant senior staff for approval. Ability to approve all kind of POs should be a fundamental feature of any ERP system and should not be dependant on the source of the PO (i.e. purchase agreement/master planning suggestion etc.). For companies where tightly controlled purchase agreements exist, PO auto approval can be made optional in settings for any POs derived from such agreements.

Microsoft, please consider this favourably as soon as possible as I would hate to ask our implementation partner to create customisation to provide this basic functionality.

Thanks,

Amit

Category: Planning

P

We need to make sure this functionality can be controlled by a coverage group setting. Purchase orders that are released for example based on purchase agreements may not need workflow for approval. Other conditions may be purchase that is within budgets of projects or simply parts where the planner has the autorisation to buy.

Category: Planning

P

It is brilliant requirement.

Category: Planning

P

This one comes up all the time but I'm not sure using approvals with Planning is the best option. That seems like a safety net for a bad process. The advantage of Master planning is you control the demand it analyzes to come up with suggested planned orders and actions. So if you authorize the demand, why force approval of the supply you need to fulfill that demand? I think it's a bad use of planning.
Master plans should be used to make approved forecasts or approved demand supplying more efficient. Workflow is better suited for orders that come outside of the forecast or S&OP process where demand is less known and cannot be planned for.
If you add workflow on top of planned purchase orders, you now have someone reviewing a planned order for quantity and date accuracy, firming it, then someone else has to review it against a budget or approval threshold, they may throw it back, then the dates now are already behind because the approval held it up, and by the time it gets approved, you're properly adjusting dates and quantities anyway.
If you involve the entire supply chain in how you create and control master plans, extra workflow approval on top of a supply and demand plan that was already authorized should be unnecessary

Category: Planning

P

Must Have!

Category: Planning

P

This is a requirement for us to be compliant with audit.

Category: Planning

P

This enhancement would ensure companies are compliant with audit requirements for financial controls. Without this currently companies are not compliant

Category: Planning

P

Planned Purchase orders have no reference to the financial impact of the order. PO approval workflow is required for the financial liability of the order. Not having this approval for POs firmed from Master planning is a huge risk to our business.

Category: Planning

P

We have this requirement in our business too. We need a formal approval on the purchase order which have been generated by Master Planning

Category: Planning

P

We too have a requirement of this kind. We would want the purchase order to be in Draft status so that the workflow can be initiated after the planned PO is firmed.

Category: Planning