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Vendor Approval workflow visbility

  • 1.  Vendor Approval workflow visbility

    SILVER CONTRIBUTOR
    Posted Jan 31, 2020 02:24 PM
    Hi There,
    We're trying to leverage the vendor workflow to approve both new vendors and vendor changes.

    We're on GP 2016.

    With regards to vendor changes, I don't see anywhere within the workflow screens or vendor cards that specifically identifies what the vendor change is that caused the workflow to be originated i.e. if you change the vendor check name from ABC to DEF, it shows that the vendor needs to be approved in the workflow but I can't seem to find somewhere that would show that this is the change so that I can be comfortable with what is being changed.

    Does anyone have and tips/tricks that might help solve that visibility issue?

    The only workaround I could think of is to leverage Fastpath and review that report while reviewing each change (but not ideal).

    Thanks!

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    Brad Calabro
    Planet Fitness
    Hampton NH
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Vendor Approval workflow visbility

    GPUG ALL STAR
    Posted Feb 03, 2020 08:44 AM
    Hi @Brad Calabro

    There are some workarounds that would involve custom tables and reporting and a tiny bit of code.

    However, in the short term you can think about training users to use the notes that pop up when submitting vendor changes to identify what they changed.​  This is the best form of communication between the originators of a workflow and the approvers of a workflow.

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    Academy - Online Interactive Learning from Experts


  • 3.  RE: Vendor Approval workflow visbility

    Posted Feb 04, 2020 11:36 AM
    Hello Brad,
    I would agree with Jo. We use the notes to distinguish between a new vendor and vendor changes. You are able to view the notes/comments when you​ click on view history or through your emails. Do you have your vendor workflow set up that you get the email and can see the notes once it has been submitted? We also put the attachments to support the vendor changes or new vendor set up in the vendor file.

    -Tiffany

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    Tiffany Byrd
    American Society of Health-System Pharmacists
    Bethesda MD
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    Academy - Online Interactive Learning from Experts


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