New PO Entry screen for Requisitions

Kinetic ERP
1

I need some expert Epicor programmer advice.

We would like to create a new PO Entry screen that is used for Requisitions (For non inventory purchases only).

How I would like it to work.

1. Requisition is created and sent for approval 100% of the time.

  1. Once Approved the PO is automatically created.
  2. If Rejected the PO would be closed.

Kicker - I would like it to also work like the Requisition screen so that anyone can create the requisition and the Buyer is defaulted to ‘Other’.

Does this sound possible to achieve with the help of a Expert?

2

A couple of questions… ?

  1. do you have the Requisitions program in your menu?
  2. What version of Epicor are you using?
  3. Are you on-premise or Epicor Cloud? (your profile says “3rd party hosted”, I’m just confirming)
3

Hi Kristin,

If you do have the requisitions, this is easy to accomplish and the best way to do so. We have BPMs and customizations controlling our requisition flow, including defaulting to a special buyer record.

Answers to Ernie’s questions will give some insight into how best to approach that solution.