purchase order workflow

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Posted on by Diane Sulton

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Has anyone implementation a Purchase Order routing and approval solution for purchase orders?

We currently don't use workflow and I need to implement a system where the user can enter information into a Purchase Order template and send for routing and approval and the data can be then integrated back into Great Plains.

Any ideas?

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Syrus 4,156 on at

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Yes, I have just implemented workflow after wrestling for 5 months with web services, sharpoint, worlflow and info forms. it is not that easy but works especially PO work very well then SO Credit approval system

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I implemented this for one of our customers last year, indeed it requires complicated setup for the first time but after that it really works great.

My customer has a complicated workflow that was perfectly implemented on the system, we have included the PO Amount, Cost Center, Requester and item in the workflow conditions and been able to redirect the order as planned.

With heavy load and big number of orders, I saw many errors in orders that I still unable to identify why it goes into the error state and will have to be managed manually.

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yes we implemented for three customers,all three cases success, But installation is so easy with GP2010 and Share point 2010, about mohamed problem, workflow will give error if your approval tree is not designed well and if PO can go into different approval branches on same time.

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Jeff Pelech 135 on at

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Mohammad, are you able to tell me exactly how you are filtering on Cost Center and Item? We are having problems setting up a complicated workflow for ourselves, and would appreciate any assistance you can provide.

Jeff

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Jeff,

I had to workaround this as the account number is not a part of the workflow filters, I added a trigger on the database to copy the account number into the Line Requested By field which could be accessed by the workflow, please take a look into the following article:

mohdaoud.blogspot.com/.../add-purchase-order-line-account-number_6123.html

Please feel free to contact me if you need any help in setting this out, use the below e-mail address:

mohdaoud (at) gmail (dot) com

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Asher Imam 190 on at

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We have also setup Workflows for our organization, but really it is not that easy to implement IIS, sharepoint, web services and workflows. and currently we are using built in PO and Vendor workflows.

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Old Post I know - but...Mohammad, you mention PO's going into error state. My understanding is that this is an issue with SharePoint not being able to handle more than X number of calls in its queue at any one time. So in periods of heavy usage where a large number of PO's are being submitted for approval - after a set number have been sent, you get the error states.

Did you get any further in your investigations? any advice or knowledge you can share on this problem would be most welcomed. Have a client at the moment where this is a big issue - the PO Workflow is practically unusable.

I understand that MS are redeveloping the workflow system in Dex due to this issue with SharePoint?

Ian.

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Hello Ian,

I just seen your reply, very sorry for the delay.

Indeed we been able to stabilize the workflow after many tries, anything could cause the document to fail! Most of the issues are related to the "design" of your workflow, every time I face a call from my customers about a purchase order I been going through the whole workflow and look for gaps that were undiscoverable and indeed I find one almost every time.

One of the main issues found is a fact that the "Does Not Contain" filer is not working, so if you have this in your workflow it will cause documents to fail.

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Hi Mohammad,

All understood. No gaps in the workflow, and no use of the 'Does not contain' filter.

One thing we did find however [and this is a strange one] - is that if the task goes past its due date, any attempt to progress the task / approve the PO fails. Users do get emails saying the task is past due, but they cannot do anything with it. The due date was set to be 1 day. We increased this to be days, and no issues so far with any tasks that have been submitted under this new setting. Of course, it may still happen when a task is lying untouched for 100 days...but at least it solves 99% of the issue.

Have you come across his before? Where a task that has gone past its due date cannot be actioned?

Ian.

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Jonathan Fear on at

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Ian is this the case you and I are working on?

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