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Approval trail of a purchase quote

Posted on by 54
hi guys, is it possible to have a document in the purchase order before you receive it which has the following infor
vendor, items, totals and chain of approvers all on the same document?given that  the purchase order would have come from the p.quote and approved by several people
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  • Judy Profile Picture
    Judy Microsoft Employee on at
    Approval trail of a purchase quote
    Hi, I think it can be done by some customizations.
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,433 Super User 2024 Season 2 on at
    Approval trail of a purchase quote
    yes, it is possible to have such a document created from a purchase quote and includes all necessary details along with the chain of approvers before any goods are received. This is the quote and quote approval processes before it becomes a sales order.
     
    hope it helps
    Jun Wang
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 73,171 Super User 2024 Season 2 on at
    Approval trail of a purchase quote
    Sorry, maybe I didn't fully understand your needs.
    Do you want to create an attachment? Report? Or a new purchase order?
    No matter what, you can send this data to the recipient when you initiate the approval process.
    This will require some customization though.
     
     
    Thanks.
    ZHU

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