Generation of purchase order when request signed.

Question

We would like to have purchase orders automatically generated when a purchase request has been signed / validated. However, struggling to implement this process.

Looked into workflows, signatures, copying the action behind the order button that is on the Purchase request window with no luck.

My understanding is that this is nonstandard X3 functionality however would like to remove the manual process of a purchaser having to enter the request and click the order button.

Hoping someone might be able to help?

Julien Patureau · Answer

Hi Chris Dennis 
 The simplier approach would be to export the purchase request information in a flat file and then to reimport it as purchase order (based on a variation of the standard POH template) 
 Limit: You'll lose the traceability between the purchase request and purchase order and need to manage the Purchase request closure manually. 
 Or you can rely on the Grouping workbench to transform you POP into POF. It's not automatic but you can do it in mass (multi-sites, multi-products, Multi-suppliers). I foresee some developments to ensure to filter on Signed POP only and to prevent the grouping to lose the traceability with the purchase request. 
 Limit: Only applicable to stored product

Victor Nia · Answer

Hi Chris. I haven't tried Aziz's suggestion, please share with us if it worked for you and how (I mean if you added it to an entry point or to the screen of PSH via an SPE). 
 
 Because the method I have used (an entry point) has a problem. It only works if the user signs the Purchase request inside the GESPSH. Entry point in object PSH: 
 #<AdxTL>@(#)8.0.0.0 $Revision$ 
####################################################################################
# Script : ZAUTOCCE (to atutomatically generate PO as soon as signed!) #
# Creation date : 10/05/2023 #
# Version : 1.0.0 #
# Authors (Company) : Empowerion - Victor Nia #
# Module : Purchase #
# ---------------------------------------------------------------------------------#
####################################################################################
$ACTION
Case ACTION
 When "APRES_CRE" : Gosub APRES_CRE
 When "APRES_MOD" : Gosub APRES_MOD

 When Default
Endcase
Return
#####################################
$APRES_MOD
Gosub APRES_CRE
Return
#######################
$APRES_CRE

If !clalev([F:ZPSH]) : Local File PREQUIS [F:ZPSH] : Endif
Read [F:ZPSH]PSH0=[F:PSH]PSHNUM
If [F:ZPSH]APPFLG > 2
	Call TRTPSHGEN From TRTACHPSH1
	Gosub PSH_UPDATE
Endif

Gosub PSH_UPDATE

Return 
 
 Then to overcome the issue of signing Purchase request via dashboard or email (and not via GESPSH), I have setup a manual workflow which is running every 1 minute to convert the PSH to POH. But I am sure there should be a better way to convert PSH to POH no matter which way is it signed.

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Generation of purchase order when request signed.

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