PO approval - pending PO not showing up Vantage 8.03

Yahoo Archive
1
Perfect, that was it. I just didn't have a "default" designated approver.
That fixed it right up. Thanks so much!



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
fite2be
Sent: Monday, August 19, 2013 4:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: PO approval - pending PO not showing up Vantage 8.03





Hi Mike,

Though we're on Epicor version 9.05.700C, yours sounds similar, so I hope
this helps.

The 'Buyer' in PO approval is actually the buyer account for the approval
person, not the buyer on the PO. So, if you are the designated approver, for
example, you'd want to select your name from the Buyer field. You should see
her PO in the queue with Action options to approve or reject.

Hope that helps answer it! :)

Renee
EMT International, Inc.

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , Mike
Abell <mabell@...> wrote:
>
> Guys,
>
> I don't really know if I've got a problem or not but I thought I'd ask. I
am testing out using "designated approvers" in Vantage instead of having a
buyer have an unlimited dollar amount which is what we have done in the
past. I've setup a buyer with a $100 limit and setup a designated approver
for her if this limit is gone over. I had enter enter a PO that was over the
limit and Vantage did indeed tell her that it had to be approved by her
designated approver before continuing. All is good I thought. However, when
I went to the designated approver's machine and went into PO Approval and
selected the buyer's name and searched, no pending PO's to approve showed
up? Am I missing something?
>
> Mike Abell
> Information Technology Manager
> Flexial - BOA Group - Cookeville, Tennessee
> Office: 931.432.1853 ext 302
> Mobile: 615.418.3055
> email: MAbell@...
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]
2
Guys,

I don't really know if I've got a problem or not but I thought I'd ask. I am testing out using "designated approvers" in Vantage instead of having a buyer have an unlimited dollar amount which is what we have done in the past. I've setup a buyer with a $100 limit and setup a designated approver for her if this limit is gone over. I had enter enter a PO that was over the limit and Vantage did indeed tell her that it had to be approved by her designated approver before continuing. All is good I thought. However, when I went to the designated approver's machine and went into PO Approval and selected the buyer's name and searched, no pending PO's to approve showed up? Am I missing something?

Mike Abell
Information Technology Manager
Flexial - BOA Group - Cookeville, Tennessee
Office: 931.432.1853 ext 302
Mobile: 615.418.3055
email: MAbell@...




[Non-text portions of this message have been removed]
3
Hi Mike,

Though we're on Epicor version 9.05.700C, yours sounds similar, so I hope this helps.

The 'Buyer' in PO approval is actually the buyer account for the approval person, not the buyer on the PO. So, if you are the designated approver, for example, you'd want to select your name from the Buyer field. You should see her PO in the queue with Action options to approve or reject.

Hope that helps answer it! :)

Renee
EMT International, Inc.


--- In vantage@yahoogroups.com, Mike Abell <mabell@...> wrote:
>
> Guys,
>
> I don't really know if I've got a problem or not but I thought I'd ask. I am testing out using "designated approvers" in Vantage instead of having a buyer have an unlimited dollar amount which is what we have done in the past. I've setup a buyer with a $100 limit and setup a designated approver for her if this limit is gone over. I had enter enter a PO that was over the limit and Vantage did indeed tell her that it had to be approved by her designated approver before continuing. All is good I thought. However, when I went to the designated approver's machine and went into PO Approval and selected the buyer's name and searched, no pending PO's to approve showed up? Am I missing something?
>
> Mike Abell
> Information Technology Manager
> Flexial - BOA Group - Cookeville, Tennessee
> Office: 931.432.1853 ext 302
> Mobile: 615.418.3055
> email: MAbell@...
>
>
>
>
> [Non-text portions of this message have been removed]
>