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Req Approval IPA Change Distribution?

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Kat V
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11/11/2019 9:01 PM

    Is anyone able to change the requisition accounting information during approvals?  I'd always said no as the req needs to be unreleased but I'm not sure if IPA couldn't do it?

     

    Example - user keys in requisition and releases it but the approver wants it to go to a different activity code or use a different GL code.

    Scooter
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    11/13/2019 8:10 PM
      Requisition must be in "unreleased" status to make changes to it.
      Kat V
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      11/13/2019 9:03 PM
        Yes - but I'm wondering if IPA is sophisticated enough to not close the workunit - unreleased the req, make the approver changes, re-release the req and keep going up the chain?

        Don't lose any of the previous approvals but it you are requesting small equipment and it gets to the Admin/CFO level that decide that it's part of an ongoing capital project - right now that unreleased is going all the way back to one and starting over.
        David Williams
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        11/14/2019 7:42 AM
          I’ve had to something like this and unreleased the requisition within IPA, allowed the Approver to update the distributions and re-released the requisition. I had to add a step at the beginning of the flow to check if an active Workunit already existed for the requisition and if it did, to End the new Workunit.
          David Williams
          Kat V
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          11/14/2019 7:22 PM
            OH! So it doesn't matter that the release triggers a second workunit - just as long as I didn't tell the first one to close. That's fantastic.