Purchasing Workflow (PW) ships with the screens required for the Purchase Requisition (PR) process. Screens are provided for adding requisitions, approving/declining requisitions and creating Purchase Orders (PO) from requisitions.
PW’s business rules can include multiple authorisation steps. For example, PR’s may be required to be approved by a requisitioner’s manager, and then by a manager with the required spending limit.
Authorization steps can be configured to require a Group Approval instead of an individual approval. Group Approvals can be configured to require anywhere from 1 approval, to the number of group members for a successful step completion.
New Stuff: Document Attachment for Sage 300 v2021 Standard
In PW management Inquiry screen, Purchase Requisition (PR) data will flow depend on the filter (Document Status, Cost center, Transaction Originator, Next Actioner Type) but there is no option to export the detail data so to overcome this we have added the export button on screen as show in below mentioned screen shot.
The report will be generated detail data in Excel format at desired path which user will enter in the ‘Select File name’ field User will be able to select desired path by clicking on the Export button as show in below screen shot.
After entering the file name user will be able to export the data and user will get file path in message as show in below screen shot.
Below is the excel-based generated output of the “PW Management Inquiry” report: –
In this way user can easily fetch the detail data from PW Management Inquiry screen.
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