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Purchase Order Creation Notification

  • 1.  Purchase Order Creation Notification

    GOLD CONTRIBUTOR
    Posted Feb 08, 2019 04:31 PM
    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 Feb 11, 2019 01:27 PM
    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

    GOLD CONTRIBUTOR
    Posted Feb 11, 2019 01:35 PM
    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

    TOP CONTRIBUTOR
    Posted Feb 11, 2019 03:34 PM
    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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