GP 2013 R2 Purchase Requisition and Workflow

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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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Naga Kiran on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Hi George,

The Purchase Requisition menu will be available for the non-sa users if thery are assigned with the below defaut Security Roles.

PURCHASE REQUESTER*

PURCHASING AGENT*

PURCHASING MANAGER*

If you don't want to use any one of the above security roles, you can mark the task 'TRX_PURREQ_026*' in the security roles setup window (tools>>setup>>system>>security roles) for the security role you assigned for an user.

I will get back to you on the workflow thing you mentioned as I don't have a client at this moment to check that.

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Naga Kiran on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Hi George,

I tried myself with a single workflow approval step as you mentioned. The workflow is marked with the option 'Allow originator to be an approver' and the approval step is assigned to my domain account itself in Workflow user Selection window (which opens on Assign to: look up on step entry). I had no issues in submitting and approving.

Please let me know if your Workflow user selection is different to me as that where I feel the difference can be. Your feedback is highly appreciated.

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soma 24,410 on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

George,

Please have a look on the Workflow Administration guide from the below link and follow the instructions for setup approval.

www.microsoft.com/.../details.aspx

Hope this helps!!!

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Community Member on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

I don't have the Security Task TRX_PURREQ_026. Is there something I was supposed to run after the update to update the security tasks?

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Community Member on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Your link is from 2012 when Sharepoint was required for workflow. This does not address anything in R2.

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Naga Kiran on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

Hi George,

The security roles and security tasks are the default ones that you can use readily and they will be automatically added once you upgrade to GP 2013 R2 during the upgrade process. Could you confirm that you are logged in as SA user to assign one of the roles I mentioned above to the user you intend to be a purchase requester.

Below is what I did to assign the default security role PURCHASE REQUESTER* to a GP user which worked for me. This default security role has the security task id TRX_PURREQ_026* marked by default.

1. Log in as sa user.

2. Go to Tools >> Setup >> System >> User Security.

3. Select a User,Company and mark the PURCHASE REQUESTER* for that user.

Hope this helps.

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Community Member on at

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RE: GP 2013 R2 Purchase Requisition and Workflow

That role and security task ID do not exist. I'm guessing something hiccuped during my update. I'm going to roll back and try again.

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Community Member 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.

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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?

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Community Member 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

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