Hello all,
I am dealing with the need of having change management activated in my company. I have some doubts, maybe one of you could help here:
1) we will setup automatic re approval for purchase order as a policy, I understand we also need a workflow conditional step for this. Question: how can we handle tolerances for reapproval?, example: price 10.000 EUR, if a date changes, automatic reapproval needed, if price is changed, then new approval is needed, but if the price difference is small, lets say instead of 10k, it is 9800 EUR, then this should have automatic reapproval as well. How to deal with these tolerances in the system? (for price/amount and quantity)
2) I have noticed that when using vendor collaboration section in the purchase order (with or without EDI), the status needs to be approved to send it for external review. After we send it for external review, then we receive a response via EDI or we add it manually, then any modification in the conditions (lets say a confirmed delivery date filled, price change, etc), the response cant be accepted, because the status is not draft (error appears). Then the only way is pressing "request change" so the order goes to status draft again and the response could be processed and accepted. Is there a way to handle this to avoid going to draft again so the changes could be accepted (and in consequence the order updated)?
Here we would like that some fields could be updated, without this time consuming task of going to draft, opening, and accept changes for vendor collaboration, or even without vendor collaboration, some fields should have an easy edition without the need of submitting the worklflow again (at least this is what we expect). Even after this, we need to go to the response again and press "process PO update" button to get these changes.
Last but not least, without change management, when we have vendor as auto confirm after accepting the response, with change management this doesnt work as expected with change management activated. Is there a way to have this working?
If you know a better tool or way than "request change" I would appreciate it as some changes are so small that dont require to be resend to the workflow, and using request change, then updating, then submitting again may be too many clics.
Thanks a lot!
Ricardo
