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  • 1.  Tracking Dates in Approval Entries

    Posted Sep 03, 2021 12:52 PM

    Hi guys,

     We need to do tracking the time in approvals for purchase quotes from the moment to send the request approval until it is Approved.

     When I create a Purchase Quote and send the approval request, the table Approval entries are populated with the related information.

     When it's approved in the table approval entries, it adds 2 more lines. At this moment, we can track the Date - Time Sent for Approval

     But when I convert in order, happen the below:

     Purchase Quote delete and create a Purchase Order

    The quote disappears and with this the tracking of the dates too.

     But in the purchase order, the record in the approval entries was "changed".

     And when the purchase order is posted, all the information in approval entries is deleted.

     Our question is, do you know if exists some implication to do not delete the approval entries from the purchase quote?

     Thanks in advance for your support.

     



    ------------------------------
    Victor Calixto
    Wholesum Family Farms Inc.
    Nogales AZ
    victorc@wh.farm
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  • 2.  RE: Tracking Dates in Approval Entries
    Best Answer

    Posted Sep 03, 2021 01:50 PM
    Hi Victor,

    You might want to try checking the Archived Workflow Step  Instances. This one provides a summary of the original record even the document has been posted. Please check below.



    ------------------------------
    Regards,

    Richelle Gatus

    Director of Implementation Services
    Direct: 587-355-9829
    Phone: 403-744-5358
    www.systemasolutions.ca
    ------------------------------



  • 3.  RE: Tracking Dates in Approval Entries

    Posted Sep 08, 2021 03:14 PM
    Thanks for your time, sounds good, but we decide to create a new table with the purpose to track the dates in the approvals process.
    Regards

    ------------------------------
    Victor Calixto
    Wholesum Family Farms Inc.
    Nogales AZ
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