Purchase Order Approval 1

[wysiwygGER01]

Hi,

has anyone a purchase order approval workflow set up in Accpac 5.4?
I was hoping to prevent staff from posting PO's before they've been approved.
We currently raise purchase requisitions which are converted into PO's from admin staff.
Admin however don't know whether the items on the PO are correct so we'd like to have the PO approved prior sending it.

I found that if the "On Hold" checkbox is checked the PO prints as blank document. Can this checkbox be set as checked per default?

 

[Jay Converse]

Get this add-on:

http://www.pacifictechsol.com/products/purchaseworkflow.shtm

 

[wysiwygGER01]

Thanks..I found this add-on as well when searching for a solution.
Anyone used it before? Is it any good?

I've also tried to set up a template for purchase orders.
In the template I can check the 'On Hold' checkbox.
I then define this template as the default template to be used so when entering a PO.
When staring a new PO the 'On Hold' is checked, but as soon as I select a vendor it is un-checked automatically even though the rest of my settings from the templates stay.
Don't understand the logic behind that....

 

[Jay Converse]

It runs great, I have two large publicly-traded clients using it. I can't answer your On-Hold question, we've never had that problem.

 

[wysiwygGER01]

thanks!