Error with Purchase Requests

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Posted on by jukes23

Hello,

I am brand new to Dynamics GP. I have a customer that installed Business Portal and want to use the Purchase Request functionality. We have went through and setup Approval Hierarchies for the purchase requests and have assigned it to a company. However, every time I select Purchase Requests -> New Request, I get the following Message:

"You are not set up in the approval hiearchy. If you continue, you will be able to save, but not submit the purchase request."

Afterwards, it takes you to the form and you can create a request and save it, but not submit it.

For the approval hierarchy, we have 5 levels based on roles. I have verified that I am in the creator role.

Cannot seem to figure out where I am failing in this process.

Thanks in advance for any help provided.

Joe

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Rob Bernhardt on at

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Re: Error with Purchase Requests

jukes23,

I agree. You'd think that your setup would work, but some other things I've read suggest that each person in the creator role needs to be explicitly added to the hierarchy at the creator level. Please try this and see if it works.

Thanks

Rob
jukes23 65 on at

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Re: Error with Purchase Requests

Hi Rob,

We set the hiearrchies up using roles. there are 7 levels, ranging from the CEO at the highest level to the requistion created at the lowest level. All employees are in the requistion creator group. I believe we are setup as described above.

Am I missing something? This should work as roles right? I shouldnt have to explicitly specify the person in the hiearchy, right?
Rob Bernhardt on at

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Re: Error with Purchase Requests

jukes23,

The approval hierarchy error will occur if you have not set up the user in the approval hierarchy. Also, creators need to be in the hierarchy as a user not just assigned to a role. To set up users in the approval hierarchy:

1. Go to Approval Hierarchies.

2. Click the Modify button to make changes to the hierarchy.

3. Highlight the user\role you wish to have this user report to. Right click and choose to Add Level below. Then choose user. Select the user you wish to add to the approval hierarchy. Click Select and close. This should add the user to the hierarchy.

Thanks

Rob
jukes23 65 on at

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Re: Error with Purchase Requests

any suggestions? anybody?
jukes23 65 on at

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Re: Error with Purchase Requests

I believe we did this. This is how we set it

1. Administration site in BP

2. Company Settings

3. Select the appropriate company

4. click Modify

5. on The Approval Hierarchy Droplist, select the hierarchy.

Did we miss another setting somewhere?

Thanks in advance.
Jeganeedhi Krishnan 2,500 on at

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Re: Error with Purchase Requests

Hi Juke,

Please make sure that you have set up the approval Hierarchies to correct company.

You have to assign the created approval Hierarchies to your current company.