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PR automatic creation for external demands

  • October 24, 2021
  • 4 replies
  • 136 views

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We had an inquiry from a customer regarding this topic.  The related settings are as below:

When ‘Auto create PR for external demands’ setting is on and you set the external flag on, PR is created automatically.

When ‘Auto-Approve PR for External Demands’ setting is on, this PR will not go through approve process.

Best answer by Susie Yao

Hi,

 

Thanks for your comments.  There is no issue with the customer anymore after checking these flags.  The approval process is working correctly.  I just wanted to share these functionalities.  Thanks.

 

Regards,

Susie

4 replies

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  • Do Gooder (Employee)
  • October 25, 2021

Hello Susie,

What version and/or HF they are using?  I just added a new external  product with both auto-create and auto-approve selections on and PR was created and approved in the same time without any problem in v.15 HF10. Any specific steps they are using so we may try to recreate their issue? The best way would be to log in support ticket so we can test their system directly if it’s a standard code issue. 

Mark


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Is there an active approval process for purchase orders?  Maybe the Purchase Requisition is getting caught in some mandatory approval process.  If there’s an approval process, check the setup and make sure there’s no mandatory rule that will enforce the PR to stop at a specific step and that the approval process doesn’t trigger if the status is already approved (Status 350).


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  • Author
  • Hero (Employee)
  • Answer
  • October 25, 2021

Hi,

 

Thanks for your comments.  There is no issue with the customer anymore after checking these flags.  The approval process is working correctly.  I just wanted to share these functionalities.  Thanks.

 

Regards,

Susie


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Thanks for the clarification.  For some reason, I thought this post was a question :grinning: