Field Logic Behavior after Edit and Revise Actions in Documents

TABLE OF CONTENTS


In Precoro, when redacting specific fields after the Revise action, you would trigger the document re-approval process, whereas in the Editing mode, redacting the same fields would not initiate this process.

Here is a list of fields in corresponding documents editing, which after the Revise action will not trigger the approval process again:

Warehouse Request Fields

  • Requester
  • Documents Custom Fields (only not required ones)
  • Notes.

Purchase Requisition Fields

  • Requester 
  • Documents Custom Fields (only not required ones)
  • Notes.

Request for Proposals Fields

  • Requester
  • Date 
  • Documents Custom Fields (only not required ones)
  • Notes.

Purchase Order Fields

  • Purchaser
  • Legal Entity
  • Documents Custom Fields (only not required ones) 
  • Terms & Conditions
  • Contract
  • Notes.

Receipt Fields

  • Post to Warehouse
  • Documents Custom Fields (only not required ones) 
  • Supplier Receipt #
  • Notes.

Expense Fields

  • Expense #
  • Issuer
  • Documents Custom Fields (only not required ones) 
  • Notes
  • Legal Entity.

Invoice Fields

  • Issue Date
  • Supplier Invoice #
  • Issuer
  • Legal Entity
  • Notes
  • Contract
  • Documents Custom Fields (only not required ones).