PW Management Inquiry Report

By | July 30, 2021

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.

Purchasing Workflow Management Inquiry Screen

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.

Purchasing Workflow Management Inquiry – Export File

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.

Purchasing Workflow- Successfully Exported

Below is the excel-based generated output of the “PW Management Inquiry” report: –

Purchasing Workflow Inquiry Report -Excel

In this way user can easily fetch the detail data from PW Management Inquiry screen.

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Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

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Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

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