Dynamics Community Forum Thread Details

acquisitions problems

hello I need your help, because in the procurement box in the section of pending user actions, 
the people who are responsible for authorizing purchases according to a purchase flow do not appear the number of authorizations to make,
 on the contrary the box always remains at zero

thanks

Categories:

Microsoft Dynamics GP

I would recommend you looking at the following blog:

community.dynamics.com/.../microsoft-dynamics-gp-2015-r2-the-39-procurement-39-tile-what-it-is-and-how-it-can-be-used

We had so much confusion and questions regarding the Procurement tile or section on the GP Home page, what it shows and what users expect it to show, that we put out this blog to try and answer those questions.

As mentioned in the blog:

The best way to explain it is that this Procurement tile was meant for GP users who are originators/have submitted requisitions for approval, so that they can see the number of requisitions that are still pending user action (approval, rejection or delegation), have been saved and not submitted, rejected and those that have been approved and need to be converted into a purchase order.

In following this design, the Procurement looks at the 'Requested By' field in the open requisitions and only displays those that have the 'Requested By' value of the GP login that you're logged into Microsoft Dynamics GP 2015 R2 as. It does not look at the Windows AD user that you're logged onto the machine as, so it doesn't matter if you're logged on as the Windows AD user that has been assigned the requisitions for approval, or another Windows AD user account.

To summarize:

>>The Procurement tile provides the GP user accounts a quick view of the open requisitions they have submitted and how many are still pending user action, are still in saved not submitted status, have been rejected, or completed and waiting to be converted into a purchase order.

>>The Purchasing Requisitions Transactions is where the requisition approvers will want to go, as they will see all of the requisitions assigned to them, information about each one, and the options to approve/complete, reject or delegate as needed. The 'Purchasing Requisitions Pending Approval' navigation list under Purchasing > Purchasing Requisitions Transactions works the same way.

>>The Purchase Requisition Entry window only shows the open requisitions that have a 'Requested By' value of the GP user you're logged into the application as, by default. You can change this to show all open requisitions, regardless of who created and submitted them for approval.

Hopefully this will answer the user's questions.

Thank you,

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