Suggested by Peter Hao – Under Review
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.
Status Details
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
If the customer requires approval for large stock replenishment, we need to be able to see the value of a group of selected planned purchase orders, and route a request via workflow with the purchase values. Either that or just add a function to revert the approved po to Draft so we can then use workflow. We should always create the stock transactions.
If the customer requires approval for large stock replenishment, we need to be able to see the value of a group of selected planned purchase orders, and route a request via workflow with the purchase values. Either that or just add a function to revert the approved PO to Draft so we can then use workflow. We should always create the stock transactions.
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.