GP 2013 R2 Purchase Requisition and Workflow

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Posted on by Community Member Microsoft Employee

I'm testing 2013 R2 and having some issues with Purchase Requisition and Workflow. The Requisitions are only available to admins (i.e. the Transactions --> Purchasing --> Purchasing Requisitions is not available on the menu). I'm guessing this is a permission, but I cannot find it.

Also, I've tried using a simple 1 step approval workflow for the requisitions. Though I submit it, I cannot find anywhere to approve it. The same user is the submitter and approver, but I checked the box to allow it.

I'm guessing I'm missing something very obvious like something I did not run after upgrade or did not install.

Thanks in advance,

George

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Answers (1)

Peter Muchira 1,910 on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Hi Scott,

May I ask, did you finally get a way of writing all WF rules into one routing process? Am having challenges piecing together a similar combined routing process/approval hierarchy. Your feedback is appreciated.
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Thanks, that got me on the right track. I was using a different account to log into the machine than the user given permission to approve the step in the workflow. I think this mix security model is a very bad idea.
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Maybe I missed something in the docs, but I don't recall seeing you have to use Windows Login for WF routing. Do you have to use WebConnect as well?
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Roles I needed are now there and allowing for security to be added for various users. As to workflow, we are just now trying to get it up and running. We have been successful in getting a Requisition to flow from step1 thru to the end step5. We found also you can only have one WF running at a single time. Since only one WF at a single time, we have to find a way to write all WF rules into one routing process.

Also WF routing uses the Windows login not GP login to route. Could that be an issue for you to test?
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Hope if fixes your issue. It did add the roles and tasks for me, but I'm still having an issue with the workflow actually working. I can submit the request, but it never shows up anywhere for approval.
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Thanks George, this was our exact problem as well. The Var did not see the notice that these task and roles were missing when they did the install. I have forwarded your link to them and it sounds like that will fix our problem as well.
Jas90 on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

But I am logged in as 'sa'. I have access to everything. It is just not sending out the email
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Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

It seems there was a bug addressed in this blog post: community.dynamics.com/.../missing-new-security-roles-and-task-when-upgrading-to-gp-2013-r2.aspx
Jas90 on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

I tried all of the above but I am not receiving email. The originator and approver is the same. Also I do not see the approve or reject if I go back to the same requisition. I am logged in as 'sa'. I assigned manager to my windows user and setup the email. The test for email is successful as it is sending email. Then I setup the workflow with one step and assigned to the manager. The originator can be approver is turned on. But for some reasons it is not sending email. Also after submitting if I go back then it is showing me the requisition with Recall button and there is not approve or reject. The bar is showing that it is pending for approval. Can you please help?
Community Member Microsoft Employee on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

I've tried the install again with the same results. For some reason the task ID(s) and role are not being added during my update thought I'm not getting any errors.