How to configure the requisition workflow?

In requisitions, you can change the state flow so that it matches the organization's way of working.

To create a state or change the settings of an existing state, follow these steps:

1. Go to Settings | Requisitions | Workflow;

2. In the list of states, click on Create to create a state, or select an existing state to change its settings;

3. In the General tab, fill in the state details:

   • State;

   • Description (required);

   • Localized Description;

   • Color: select the state color. The initial value is Gray;

   • Entity (required): select REQUISITIONS.REQUISITIONS;

   • Is Initial State: by default, entities are created in the state defined as initial;

   • Is Final State: defines the end of the entity's state flow, so it cannot have transitions to other states;

   • Is Locked For Changes;

   • Transitions section: in each row, fill in the Target Entity State and Need Justification columns;

4. In the Requisition tab, in the Configuration section, enable the desired options:

   • Allow Cost Report: allows cost recording in the state being created or edited;

   • Allows Creating Stock Entry: allows creating a stock entry in that state;

5. Click on:

   • Save and New, to save the state and start a new record;

   • Save, in the arrow next to the Save and New button, to save only the state.

Note: by default, the Allow Cost Report and Allow Creating Stock Entry options are active in the Approved state. However, this configuration can be changed.

When creating or editing states, the following rules apply:

• There must be one initial state and one final state for each entity;

• To fill in the remaining description languages, edit the state with a user who has the language configured in their profile.