Hello all,
I am in need of advice on Requisition Approvals for my company.
Our current process is User Creates Req > Dispatch Req “To Approve” & Select Purcashers Name > Purchaser fills out the pricing > If the total cost is above requestors limit, req is dispatched to their manager > Manager Dispatches Req “To Approve” back to the purchaser. > Purchaser “Approves” > processes thought PO Suggestions.
If the manager hits “Approve” instead of “To Approve” in the dispatch req screen, they become the Buyer in PO Suggestions. I then have to go in and change it, and not all of our purchasers have access to seeing everyone’s PO Suggestions so for them they cannot even see it.
I would like to limit the amount of back and forth and I feel there is a better way to do this. I feel as though the Manager should be able to just hit approve without becoming the buyer for that req, but maybe that is just how it is in Epicor. I am looking for some advice on how everyone else handles requisition approvals.
Thank you in advance!