PrevPrev Go to previous topic
NextNext Go to next topic
Last Post 11/14/2019 2:22 PM by  Kat V
Req Approval IPA Change Distribution?
 4 Replies
Sort:
You are not authorized to post a reply.
Author Messages
Kat V
Sr Supply Chain System Analyst
South Broward Hospital District
Veteran Member
(2824 points)
Veteran Member
Posts:966


Send Message:

--
11/11/2019 4:01 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
    Private
    Private
    Veteran Member
    (175 points)
    Veteran Member
    Posts:83


    Send Message:

    --
    11/13/2019 3:10 PM
    Requisition must be in "unreleased" status to make changes to it.
    Kat V
    Sr Supply Chain System Analyst
    South Broward Hospital District
    Veteran Member
    (2824 points)
    Veteran Member
    Posts:966


    Send Message:

    --
    11/13/2019 4:03 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
    Private
    Private
    Veteran Member
    (3337 points)
    Veteran Member
    Posts:1123


    Send Message:

    --
    11/14/2019 2:42 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
    Sr Supply Chain System Analyst
    South Broward Hospital District
    Veteran Member
    (2824 points)
    Veteran Member
    Posts:966


    Send Message:

    --
    11/14/2019 2:22 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.
    You are not authorized to post a reply.