So, we have had a management change up and I need to re-route the requisition approval process. Any ideas where to look or what to do?
William,
I love your posts! They remind me of phone calls I get sometimes.
Just to be clear you are referring to the REQUISITION approval and NOT the PO approval ?
Requisition configuration is setup from various programs:
- User Maintenance to determine who can and cannot requisition
- Requisition Actions Maintenance, here is where you create each of the Requisition action/steps and who is authorized to do each.
There is a good Course Guide PDF usually included in your Education install that can walk you through how to setup in a test/train DB.
If you installed education you should find the PDF on your App server inside inetpub:
…\inetpub\wwwroot\EpicorEducation\purchasereq\supporting\
Does this help or can you rephrase your question?
-Rick
www.getaligned.solutions
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Well Thank you Rick! One day I hope to be as knowledgeable as the rest. Everyday I have a new struggle and anew learning experience. Everyone’s, especially yours, has been extremely helpful in my learning and understanding of Epicor. BTW, this did help. I also found a BPM we use for this and needed toi edit that as well. So, hopefully this works out good!
where does this lost one find Requisition Actions Maintenance?
MAterial Management–>Purchse Management–>Setup–>Requisition Actions.
Drop the Mainteneance. Jsut Requisition Actions
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Thank you William!
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