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Contracts and Procurement Workflow

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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

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 7 months ago in Contracts and Procurement Workflow 0 Future consideration

Automatic notification when contract status changes

It would be helpful for the project manager of a project to get a notification when a prime contract goes from pending to active. This would trigger the PM to know that he project is now in their hands and can start working on it.
Greg Brune 3 months ago in Alerts and Calendars / Contracts and Procurement Workflow / Notifications 1 Future consideration

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 10 months ago in Contracts and Procurement Workflow / Prime Contracts 0 Future consideration

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

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

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 1 year ago in Contracts and Procurement Workflow / Subcontracts 0 Future consideration

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 7 months ago in Contracts and Procurement Workflow / Log Style Reports 0 Future consideration

Transaction Approval Workflow - Add rule option for Work Orders

No description provided
Norman Wendl 12 months ago in Contracts and Procurement Workflow / Work Orders 0 Future consideration

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 over 1 year ago in Contracts and Procurement Workflow / Time & Expense Workflow 1 Future consideration