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I have noticed that on my home page (on several environments) the data displayed in the Procurement homepage is always inaccurate. For example if I have one requisition ready for purchase it will say 3, when I click on the blue tile it brings up 3 transaction, however only 1 is ready for purchase. This happens with all the other tiles in the procurement as well.
You assistance is greatly appreciated.
I was looking at alternative screens, but this homepage is actually the best workspace for users, not sure what gives
I would recommend the following:
As mentioned in this 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.
If after looking at this blog, you still feel the Procurement area of the home page is not showing the correct values, we'd probably need a support case opened so we can look at the workflow tables, open requisitions and other information and determine why you're seeing what you're seeing.
Please let me know if you have any questions as well.
I have a customer in which we added new "Navigation Lists" to the Purchase Requisition list in the Purchasing Module (by new, I mean that we changed filters on the default/existing ones and used the "Save as" feature). I think that by doing this we sort of screwed up the links for the tiles in the Home Page >> Procurement dashboard. For example, the "Ready for Purchase" tile now links to the default Purchase Requisition Transaction navigation list, which just shows all requisitions. In other words, it is not filtering by the "Complete" status.
I feel that this can be fixed by changing to which "Navigation Lists" each tile (Saved, Pending User Action, Ready for Purchase, Rejected) is linked to. I have been looking everywhere for a table in SQL where I can modify this but just can't seem to find it. Any help in this regard is greatly appreciated.
The SY07220 table is what holds the three different lists for, in this example, Purchase Requisitions. There will be a 'Purchasing Requisition Transactions', 'Purchasing Requisitions Not Submitted' and 'Purchasing Requisitions Pending Approval' lists.
The Purchase Requisitions lists in this table have a ListID value of 305.
Then, it is the SY07230 table that sets the filtering for these reports, again, the Purchase Requisition lists being 305.
There is a blog on these lists as well, as we had some issues with them after upgrading Dynamics GP
Thank you very much for your reply. My issue though is with the tiles in the Procurement dashboard in the Home Page.
For example, the tile that says rejected, when I click on it, it opens the "Not Submitted" navigation list, which is not what I want to display. I want it to display a navigation list filtered by the status "Rejected". There must be a table that links these tiles with the Navigation Lists. Any help is greatly appreciated.
I would have you look at the following blog that discusses the Procurement tile on the GP Home page:
Since, if I click on the 'Pending User Action' button in the Procurement tile, it brings up the Purchasing Requisition Transaction window, it makes sense to me that, if you click on the 'Rejected' tile in the Procurement section of the Home page, it brings up the 'Not Submitted' navigation list, since when a workflow is rejected, it is pretty much put into the 'Not Submitted' category where it can be re-submitted for approval through Workflow again.
The workflows and workflow steps both have their own status, which is held in the WFI10002, WFI10003 and WFI10004 tables.
Let me know if this doesn't answer your questions.
Once again, thank you very much for your help. While I understood what you mentioned about the Rejected tile bringing up the Not Submitted navigation list, what I was hoping for was to be able to change the tile links to open a different Navigation List from the ones set up by default. For example, since I defined a "custom" navigation list that filters for only rejected requisitions (Status = Rejected), I would've liked to link this one to the "Rejected" tile (instead of the Not Submitted, which includes other requisitions that are not rejected).
I think it would've been more intuitive for an user to click on a tile and see the exact same number of requisitions the counter on the tile shows (If it says there are 3 Rejected, show me a navigation list with those 3 only...). On the Pending User Action tile, this works since it opens a navigation list with those records. However, from what I've seen with the other ones, this cannot be done at this moment :(.
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