/
Requisition Auto Convert not working

Requisition Auto Convert not working

Description of Issue
  • Requisition Approval (REQ) auto convert not working
  • REQ stuck in approval
  • Requisition Conversion (RQC) business rule set up
Context

Munis 

Workflow

Cause
  • Multiple RQCs that are not set up as auto-convert
  • Last REQ approver is the same as RQC approver
  • Purchasing Settings Conversion Method not set to Use Workflow
Resolution
  • RQC business rule needs to be created as a step 99 catchall business rule
  • REQ approver cannot be the same as RQC approver
    • IT user is typically the best bet for RQC auto conversion rule
  • Can only have one RQC rule
    • Either you have rules set up for RQC that approval needs to be met or you have the auto-convert rule
      • having both causes issue as they cancel one another out
Additional Information







Related content

Requisitions will not auto or manually convert when RQC workflow is set
Requisitions will not auto or manually convert when RQC workflow is set
More like this
How to auto convert Requisitions
How to auto convert Requisitions
More like this
Unable to convert Requisitions - stuck in approved/pending conversion status
Unable to convert Requisitions - stuck in approved/pending conversion status
More like this
How to manually convert a Requisition
How to manually convert a Requisition
More like this
Certain Requisition By Source Business Rules allow the Requisition to Convert before final approval
Certain Requisition By Source Business Rules allow the Requisition to Convert before final approval
More like this
Requisition Conversion showing no results after search
Requisition Conversion showing no results after search
More like this