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You can change the flow of states for requests to ensure that they match the organization's way of working.
To create or change the settings for a status, follow these steps:
- Access Settings | Requisitions | Workflow;
- Click on Create or select an existing status;
- Fill in the required fields;
- In the Entity field, select the REQUISITIONS.REQUISITIONS option if you want to create or configure request statuses;
- In the Requisition extension, activate the Allow Cost Entry option if you want cost entry in the current state;
- Activate the option Allow Create Stock Receipt if you want to create a stock receipt;
- Click on Save and New.
Note: By default, the options Allow Cost Report and Allow Create Stock Receipt are active and in Approved status. However, you can change this.
When creating or editing statuses, you should take the following into account:
- There must be a start and end state for each entity;
- By default, entities are created in the state defined as initial.
- The final state defines the end of the entity's state flow, as it cannot have transitions to other states.
- To fill in the other languages in the description, you must edit the state with a user who has the language configured in their profile.
- Maintenance configuration for Request states.