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Create an additional PO Workflow for expense type PO's

We generate a significant amount of PO's related to expenses that require approval and we cannot currently facilitate this process

  • Catherine Chant
  • Jun 6 2018
  • Likely but not yet planned
Company CRH Canada
Job Title / Role IT
I need it... Yesterday...Come on already
  • Attach files
  • Nolan Peters commented
    December 14, 2021 13:27

    Thank you CB for the suggestion, I think that will work - This should be standard functionality though.

  • C B commented
    July 16, 2020 21:00

    For anyone else that is interested, we found this is relatively easy to implement yourself through a small amount of Viewpoint customization. It involves adding one custom field to the GL account form (to input a PO Workflow Process), then edit the stored procedure named vspWFProcessIdGetForPOPendingPOItem with just a few lines of additional code (this requires your database admin to do). It's actually so easy that it's shocking Viewpoint hasn't done it already. Note that the stored procedure modification does require re-implementation whenever the Viewpoint software is updated (~1-2 minutes).

  • Arnie Boyer commented
    March 03, 2020 15:32

    A must have to move forward with VISTA plans

  • Andrea Cote commented
    February 13, 2020 21:45

    PLEASE add this to the plan.

  • Bob Fielder commented
    July 15, 2019 16:55

    We too need more flexibility with Expense type POs. We have different people that need to review and approve the PO, depending on who created the PO. We need the ability to assign the approval workflow appropriately.

  • Tiffany Wicker commented
    August 14, 2018 17:12

    Trying to implement Keystyle and Pending PO workflow.  We absolutely need this to move forward.  Please let us know how soon this can be implemented.  Thank you!

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