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I currently have Business Portal 5.1 installed and Requisition management configured so that users create requisitions and get approved through the approval hierarchy, after final approval a purchaser/user transfers the requisitions to purchase orders. All this works fine.
However, on the other side we are using GP 2010 SP1 and have installed the workflow for dynamics GP which is configured to follow a certain workflow based on PO amount. Any updates to an approved PO require the user to resubmit for approval. This setup also works fine.
The issue is that purchase orders created through the Requisition management / Business Portal don't go through the GP workflow approval (PO10100 - Workflow_Approval_Status is always 0) which allows users to modify the purchase order (amount, QTY...etc) and still be able to print the PO without reseting the workflow approval status. GP doesn't force the user to submit these POs for approval.
Is there a way to reset the Workflow_Approval_Status for those purchase orders created through the business portal only when somebody makes changes after the final approval.
Or is there another way to force the workflow to work with PO created through the business portal.
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Kristie,
Notifications should work when properly configured. I'm assuming you've done the following?
- Set up SMTP server and email address (Site Actions > Site Settings > Business Portal Administration)
- Set your company to use notifications (Administration >RM > Company Settings) and marked the notification options.
- Set up your SMTP server to relay your emails.
You could try enabling logging on your SMTP server to see if that helps. A call to support would be helpful as well.
Thanks
Rob
Does your process include sending emails to users creating/approving/converting requisitions, and if so, how did you get emails to work in Business Portal? We have deployed Business Portal via two web servers which are load balanced and emails never generate to our requisition users, regardless where the requisition is in the process - creation, approval, conversion, etc. Alerts on our Business Portal pages do send emails though. We've added the servers to the allowed relay list, port 25 is open...what are we missing? Do we have to deploy any additional workflows that are not included for this process out-of-the-box by chance?
Hi Shady,
Thank you for submitting your inquiry to the Community today.
When PO's are created from Requisition they go through a final approval process so the design was not to be incorporated with GP Workflow.
If you are using GP Workflow then it is not recommended to use Requisition Management as they were not designed to integrate together. Requisition Management was designed to be a web based approval process and GP Workflow is within the GP application.
One option would be to create a trigger to update the Workflow_Approval_Status to a 1 for any PO's that were created via Requisition Management.
I apologize for any inconvenience that is causing you.
Please post back if we can be of further assistance.
Have a great day!
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