Updates:
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Add Approval steps any place within the Approval Workflow
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Sort Products Custom Fields and Documents Custom Fields options
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Complete a Purchase Requisition without creating a Purchase Order
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A new “Waiting for PO creation” filter is in the PRs list
Add Approval steps any place within the Approval Workflow
From now on, you can create and add additional approval steps anywhere within the Approval Workflow.
Please note: changes made to the Approval Workflow will not affect previously approved steps or any documents that are Pending.
Take a look at how you can easily make changes to your Approval Workflow:
Sort Products Custom Fields and Documents Custom Fields options
We added a new feature to Custom Fields for greater ease of use. You can now sort your Accounts, Departments, Classes, Projects, or any other Custom Fields in alphabetical order or by code.
To initiate the sorting, go to your Custom Field and select a parameter that best suits your needs.
You can sort options by:
- Name — in alphabetical order.
- Code — in ascending or descending order.
Please note: the sorting will be applied to all modules (Documents, Budgets, Catalog, Filters, etc.) except the User creation/editing page and Profile Settings page.
Complete a Purchase Requisition without creating a Purchase Order
Pursuant to this release, it is now possible to complete Purchase Requisitions with just one click! You no longer need to create Purchase Orders to complete PRs.
How it works:
Please, see the corresponding article to learn more about How to Manually Complete Purchase Requisitions.
A new “Waiting for PO creation” filter is in the PRs list
New filter released: Purchase Requisitions waiting for the Purchase Order creation
A new filter has been added to assist your analysis:
You can now find out if any Purchase Requisitions have not been yet converted into Purchase Orders.
To do this, apply the filter either in the PRs list or PRs reports:
1. “yes” means that a Requisition is available for a Purchase Order creation.
2. “no” means that all the items have been already added to the Purchase Order or rejected.
