Currently POs for expenses going to the GL can only follow one (automated) workflow that is specified with GL Company Parameters. This is not sufficiently granular as the needed PO workflow differs based on the GL account that is being used (e.g. a GL account for the HR department versus for the finance department). This granularity exists for unapproved invoice reviewer groups but should exist for POs as well to allow for granular approval before expenses are incurred (via POs).
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| Company | Forbes Bros. Ltd. |
| I need it... | Yesterday...Come on already |
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Have you ever considered setting up overhead department jobs in JC? it may seem like a lot of work, but the amount of benefits you gain from that work is tremendous. Without any customization it offers ability to set unique PO workflows by department and assign them to individual department jobs. You gain an additional level of breakdown of costs by phase in JC and most importantly you have ability to secure those detailed cost transactions by department using bJob and bEmployee data types security, something that is not available in GL detail.
For anyone else that is interested, we found this is very 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.
At the very least, GL Departments could be implemented to allow for workflow specifications at that level, similar to other modules. For a company of any size that has different departments, being able to separate POs to the correct individuals is an absolute necessity.