Improved PO/SL Review/Approval Workflow

Several improvements were made to the PO/SL Review/Approval Workflow:

PO/SL Approval from the Work Center Automatically Translates Approval Status to PO and Subcontract Forms

When you approve a purchase order in the PM Work Center, the system now automatically selects the Approved checkbox for the purchase order in PM Purchase Orders or PO Pending Purchase Orders, depending on where you created the purchase order.

Similarly, when you approve a subcontract in the PM Work Center, the system now automatically selects the Approved checkbox for the subcontract in PM Subcontracts or PM Subcontract Detail, depending on where you created the subcontract.

In PM Work Center queries where you can approve a purchase order or subcontract (this includes All Documents in Workflow, My Documents in Workflow, My Documents to Review, Purchase Orders, and Subcontracts queries), if you fully approve the record using the Approve Document icon (), the system automatically selects the Approved checkbox for the purchase order / subcontract and sets the Workflow Status field to Approved. If there are multiple reviewers, the system sets the Workflow Status field to Partial Approval until all reviewers have approved.

For fully approved POs / subcontracts, the system also sets the approver Status to 2 - Approved in the PM PO Workflow Item Reviewers and PM SL Workflow Item Reviewers forms, respectively.

PM Work Center Approval Restricted to Valid Reviewers Only

When a reviewer uses the PM Work Center to review/approve a purchase order or subcontract, that user will only be allowed to approve those documents for which they are a valid reviewer. If the user is not a valid reviewer, a message displays indicating that the subcontract or purchase order could not be updated because the user is not eligible.

Add New Items to a PO or Subcontract and Reset the Approval Workflow

If any user (approver or not) adds a new item to the Non-Interfaced Items tab of either PM Purchase Orders or PM Subcontracts, the new item will reset the entire workflow to Approval Required. This reset can occur when the PO / subcontract has been submitted for approval, partially approved, fully approved, or interfaced. When the workflow is reset, the PO or SL Status is reset to 3 - Pending.

The Workflow History tab on PM Purchase Orders or PM Subcontracts reflects this workflow reset, recording the date, time, and user who reset the workflow.

Check Issue Status

To see a list of defects fixed in this version, go to the Track Cases/Issues page of the Viewpoint Customer Portal. Use the filter options to select your product and module. In the Fixed in Version field, select this version, then select Apply Filters.