Contracts and Procurement Workflow

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WORKFLOW EMAIL ALERT TO INITIATE

Can we setup in the system that the person that initiate the approval get notify when the document is approved? Right now we can see the status of the document in the main home page that we have the section for “Alert”/ “Workflow”. The person that...

Guest about 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow 1 Future consideration

2 VOTE

Project Title and Prime Contract Title on Subcontract

We would like the Project Title and Prime Contract Title on Subcontract. When we are going through a workflow to approve it we cannot tell what project it is for.

Guest about 2 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

1 VOTE

add Project Name as a column in the workflows dashboard

Add Project Name as a column in the workflows dashboard.

Guest 26 days ago in Contracts and Procurement Workflow 0 Future consideration

9 VOTE

Would be nice if we have an option to send automatically email directly from sage when the project manager reject the invoice sent by subcontractor with an option to add the reason why was rejected

No description provided

Guest 8 months ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

8 VOTE

Add a comment box to all change status methods of the Workflow Approval Process

When a Workflow Approval or Reject is added, we need a pop-up box to appear. This should be available if the user is changing the approval status in the Workflow Tab on the Home View, from within the record or transaction, from log views, or when ...

David Holler 9 months ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration

2 VOTE

AP bills adjustable invoice date

Make a date change available on an AP bill so if a PM hold a bill for a long time before approving, the date can be change when it gets approved. This avoids having to unlock the bill, change the date, and re-initiate.

Sue Kelly 2 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Subcontract Invoices / Vendor Bills 1 Future consideration

4 VOTE

Workflow rule to allow mixture of AND/OR and Parallel/Sequential

Say you wanted a 2 step approval where step 1 was 2 or more people/roles like PM or Bid contact and step 2 was a named Manager. You can't achieve it as if sequential you can only add 1 person/role per step. Or if try one step its either AND which ...

Tim Smith 5 months ago in Contracts and Procurement Workflow 1 Future consideration

3 VOTE

More users can Abandon Workflow

Currently only Administrators or some who is currently in the initiated workflow can abandon workflow. This means if someone else notices an error they have to find someone to abandon to correct the issue which could either be time consuming or ev...

Tim Smith 4 months ago in Contracts and Procurement Workflow 0 Planned

3 VOTE

Mobile App needs a workflow tab

It would be nice if a person could click on a tab in the app that would take them to the Workflow page where they could easily look through and approved or decline items.

Guest 6 months ago in Contracts and Procurement Workflow / Mobile - Android / Mobile - Apple / Time & Expense Workflow 1 Future consideration

2 VOTE

Add classifications to approval workflow conditions

It would be nice to be able to condition approval workflows by classification field values. We have two different sub departments in our construction department. Those two departments have different department heads that need to review Contracts/I...

Dario Tomic 5 months ago in Contracts and Procurement Workflow 3 Future consideration

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