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Purchase Order Creation Notification

  • 1.  Purchase Order Creation Notification

    SILVER CONTRIBUTOR
    Posted 13 days ago
    We have a number of individuals that submit purchase requisitions.  If one of these requistions is over a certain dollar amount then the requestor is notified once their purchase req has gone through the workflow and has been approved.

    Is there a way to notify a purchase req requester when their req has actually been converted to a purchase order??  Only a few people in our organization that create purchase requisitions can also create purchase orders.

    Our users currently check a smartlist to see when this has been accomplished, but they have been requesting to get an email rather than periodically checking their smartlist.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 2.  RE: Purchase Order Creation Notification

    GOLD CONTRIBUTOR
    Posted 10 days ago
    This would be a perfect example for using the Workflow within GP.  It is found under the Administration menu under company and Workflow.  You can create a workflow that sends the requisition to an approver and, when approved or rejected, it can send it back to the requester.  Here is a little screen print to show you.

    PO Req

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    Michael Taranto, CPA
    President
    ERP Consulting, LLC
    Pataskala OH
    740-951-0220 mtaranto@erpconsultingLLC.com
    erpconsultingllc.com
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  • 3.  RE: Purchase Order Creation Notification

    SILVER CONTRIBUTOR
    Posted 10 days ago
    We do already have this in place. The problem is that the workflow is only notifying when the purchase requisition is approved, not when a Purchase Order is generated.  Many of our purchase requisitions don't hit the workflow queues because of the dollar amount.  We could have a notification when any purchase requisition goes through the workflow, but it still wouldn't be notifying users when a PO has actually been generated.

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    Andy Berntson
    Fargo Public Schools
    Fargo ND
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  • 4.  RE: Purchase Order Creation Notification

    GOLD CONTRIBUTOR
    Posted 10 days ago
    I'll take a stab at this and assume you are maintaining requisition history.
    My initial thought is that you could create a trigger on SOP60100 to send the email.

    The trigger would need to execute a stored procedure. That sp would run a query that INNER JOINS POP10200 on SOPNUMBE (Requisition #) to get the Requested By user and then INNER JOINS UPR00100 on USERID to get the employee id and then INNER JOINS sy01200 ON EMPLOYID=Master_ID to return the email address.

    It would then execute a sendmail command to send an email to the email address with the information desired.

    We don't use requisitions here, but I would think this is possible to do.






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    Mark LeRette
    Application System Analyst II
    Muscatine Power and Water
    Muscatine IA
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