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S Orrock

Purchase Request - Signature/Approver

SOLVED
Posted By

Hi

We have a client on Version 7 who is using the workflow and approval limits on purchasing requests.

They have asked for a simple report to see what purchase request have been sent out for signature and who the approver is so they can advise the approvers to hurry up and sign.

It appears to be a difficult tasks.  The tables dont get update with the signer until they are signed, so an outstanding report seems impossible.

Has anyone else fulfilled this simple request.

thanks

Stacey

  • 0

    Is there a reason the Workflow Monitor can't provide what they need?

  • 0 in reply to ebegonia

    For the workflow monitor to be effective you have to be an Admin or someone with rights to all the PO approval levels.  So a FInance user cant login and do a report on all outstanding Purchase requests.

  • 0 in reply to S Orrock
    verified answer

    You can assign access to the Workflow Monitor for non-admin users by assigning the Function 'SAIWRKPLN' to their Functional Authorization profile group. There are three options you can assign to the function authorization 'A - Cancellation of pending signature approvals', 'G - Signature approval' and 'U - access to all users pending signature approvals'. If you assign that function to the user group profile without any of those options, they should only be able to see any pending signature approvals assigned to the user logged in. If you assign the 'U' option only, they will see all pending signature approvals for all users but only view them and not be able to Cancel or Sign. This should give the same listing you were looking to provide with a new report.

    Regards,

    Earl Begonia

  • 0 in reply to ebegonia

    Thanks Earl - I will give this a try but it certainly sounds like you know what you are talking about.

    Appreciate you taking the time to respond.

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