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Hi
We have got a Central Procurement Team in our organisation who intend to ensure they could amend or edit Customer's requisition where applicable.
At the moment this is proofing difficult and my question is how can this be achieved.
Can Procurement Team edit Customer's requisition before passing it to the Budget Holder approval.?
Kind regards,
Ade.
Hi Ade,
do you mean "Purchase Requisition" or customer requisition? because in D365 we have "Purchase Requisition"
so, if it is regarding editing purchase requisition then you can design the work flow in such a way that after user submits the requisition it will come to procurement team and they will review or edit if require and then after their approval in next step it will go to next level.
This can be achieved by defying Purchase requisition workflow with two approval steps.
Hi Saurabh,
Thanks for your quick response .
I meant Purchase Requisition not Customer requisition.
So you are saying it is visible and possibly for Procurement Team to edit a Requisition submitted by a Business user prior to completion and passing it to the Budget Holder for approval.
The reason I asked the question is that presently the a system admin user could not edit the PR and what you are saying is we need to configure our PR workflow to allow our Procurement Team to have the ability to edit a PR.
Yes. You can achieve this by using purchase requestion workflow.
You can create two approvals elements, of which the approval items is based on participant role.
Or apply a configurable hierarchy as assignment type.
using purchase requsition workflow, could have 1st steps as reviewer (editable) and then route to approval
Yes , setup workflow step with editable step as Rahul suggested.
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