Has anyone implementation a Purchase Order routing and approval solution for purchase orders?
We currently don't use workflow and I need to implement a system where the user can enter information into a Purchase Order template and send for routing and approval and the data can be then integrated back into Great Plains.
Yes, I have just implemented workflow after wrestling for 5 months with web services, sharpoint, worlflow and info forms. it is not that easy but works especially PO work very well then SO Credit approval system
I implemented this for one of our customers last year, indeed it requires complicated setup for the first time but after that it really works great.
My customer has a complicated workflow that was perfectly implemented on the system, we have included the PO Amount, Cost Center, Requester and item in the workflow conditions and been able to redirect the order as planned.
With heavy load and big number of orders, I saw many errors in orders that I still unable to identify why it goes into the error state and will have to be managed manually.
Mohammad R. Daoud MVP-MCT
Have you seen the GP Excel Paste yet? http://di.jo/GPExcelPaste.aspx
yes we implemented for three customers,all three cases success, But installation is so easy with GP2010 and Share point 2010, about mohamed problem, workflow will give error if your approval tree is not designed well and if PO can go into different approval branches on same time.
Mohammad, are you able to tell me exactly how you are filtering on Cost Center and Item? We are having problems setting up a complicated workflow for ourselves, and would appreciate any assistance you can provide.
I had to workaround this as the account number is not a part of the workflow filters, I added a trigger on the database to copy the account number into the Line Requested By field which could be accessed by the workflow, please take a look into the following article:
Please feel free to contact me if you need any help in setting this out, use the below e-mail address:
mohdaoud (at) gmail (dot) com
We have also setup Workflows for our organization, but really it is not that easy to implement IIS, sharepoint, web services and workflows. and currently we are using built in PO and Vendor workflows.
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