Contracts and Procurement Workflow

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Option to turn off workflow emails

Some administrators are getting more emails than they would like from the workflows. It would be nice to have a way to turn off the automatic emails.

Guest 2 months ago in Contracts and Procurement Workflow / New Email Features & Email Browsing 0 Future consideration

5 VOTE

Workflow Flexibility for Minor Changes

Currently, if you have sent an item through a workflow, you cannot make any minor changes to that invoice (e.g., correct spelling error in subject, change payment terms, etc.). It would be helpful to allow for these minor changes without having to...

Adam Clark 4 months ago in Contracts and Procurement Workflow 0 Future consideration

4 VOTE

Workflow Stock Report

Can a workflow stock report be created? I created a custom report pulling in the two workflow data views but the WorkflowTransactionIfApprovers table only brings in the participants that have already approved, can the participants who are yet to a...

Michelle Moffatt 4 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

13 VOTE

Deactivate Company Rather Than Make Inactive

Currently when you make a company "Inactive" and there had been a previous subcontract or purchase order, that subcontract or PO record is no longer visible in the procurement views. There should be an option to deactivate and allow the record to ...

Dawn Parents over 1 year ago in Companies / Contracts and Procurement Workflow / Purchase Orders / Subcontracts 1 Future consideration

11 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 over 1 year ago in Contracts and Procurement Workflow / Lien Waiver / Subcontract Invoices 1 Future consideration

1 VOTE

Add an action of SEND TO ERP

There are MANY times when the "workflow" has been approved, but then we send a subcontract, PO, Bill, Invoice, etc. for eSignature and we get a request for revisions or corrections. If the workflow was already approved, the item automatically send...

Saraya Kingsley about 1 month ago in Contracts and Procurement Workflow / eSign (including DocuSign) 0 Future consideration

5 VOTE

Simplify and enhance the process of revising prime contracts when integrated with SIC

Ideally, the locking/unlocking of prime contracts would be permissions controlled. Once unlocked, the user should be able to edit the prime contract estimate, revenue, cost codes, etc. To best manage editing of prime contract estimates, cost codes...

Carl Lyles 7 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

6 VOTE

Transaction Approval Workflow - Add rule option for Work Orders

No description provided

Norman Wendl 9 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

6 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 9 months ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

8 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 about 1 year ago in Contracts and Procurement Workflow 1 Future consideration

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