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PO Workflows

  • 1.  PO Workflows

    Posted Aug 02, 2019 08:25 AM
    We are using PO workflows and have several set up. I want to add another one but get a message:Instances of this workflow have been started. Steps for the workflow definition cannot be added, deleted, or reordered.
    Is there any way to add a new workflow?

    Thanks



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    Bari Fulton
    Commercial Warehousing
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  • 2.  RE: PO Workflows

    Posted Aug 05, 2019 07:54 AM
    Hi Bari,

    I have also run into this issue.  It just means you have a PO that is in the process of your workflow.  If you approve or complete the PO that should get rid of the error message and you will be able to add another step to your workflow.

    Thanks,

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    Nina Nelson
    Accountant
    UPHP
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  • 3.  RE: PO Workflows

    Posted Aug 13, 2019 02:08 AM
    Hi Bari,
     I work with GP Workflow a lot. The best practice is to make a copy of the current workflow, make the changes, inactivate the old workflow and activate the new workflow. This avoids the whole process of having to approve or reject EVERYTHING under the sun to make a change.

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    Shannon Mullins
    GPUG Academy Instructor
    Microsoft Practice Director
    Kraft Enterprise Systems
    Brentwood TN
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  • 4.  RE: PO Workflows

    TOP CONTRIBUTOR
    Posted Aug 13, 2019 09:42 AM
    I agree with Shannon and in most situations you actually CANNOT make a change to a workflow once it has been used.  I know a very bad design, but it is what it is and overall the workflows are pretty simple to setup compared to other solutions.

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    Tanya Henderson
    Senior Consultant
    S2 Technology
    Park City UT
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  • 5.  RE: PO Workflows

    GOLD CONTRIBUTOR
    Posted Aug 14, 2019 10:59 AM
    I agree as well with Shannon. However, I'm unsure how the workflow changes in the production environment can be validated without activating the workflow. Any suggestions?

    Today, In our test system (copy of production), we copy the active workflow to a development copy where we evaluate and validate any changes that we make. Once in process changes are validated, we make copy of the development copy.  This eventually will become the new workflow while we continue to work on the development copy until all changes are validated.  This allow iterative testing and validation of workflows.  This is particularly important in our more complex workflows.

    A challenges that this presents is promoting it to production.  Today, we need to build a copy in production that mirrors the one validated in the test system. Once complete, we then activated the mirrored copy in Production.

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    Keith Paul
    VP Business Management Systems
    UNICOM Engineering, Inc.
    Plano TX
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