Purchase Order approval process?

Hey @Tanya Ferguson! We are still developing the webview functionality to replace the WebPurchasing workflow. Today, depending on rights, POs could be added manually in database view, just the same as webview, skipping the requisition process in WP. We are creating the new WebPurchasing workflow to live in the Expense Mgt. area (discussed in the PUB as ‘Purchase Requests’) but until then, you'll keep using your WebPurchasing workflows.

@Kathy Sneddon, I understand the confusion but rest assured, you can and should add the user via webview and can utilize the settings there to give them only WebPurchasing rights – the WP portal still utilizes those same security/login settings in webview, as it did in database view.

The absolute easiest way to go about this would be if you already have another user with the same rights that you want the new user to have. You could hoover over the 3 dots next to that User (Control Panel > Security > Users) and select ‘Create new user with same access’.

Otherwise, you can access the Roles section and you should see an area for ‘WebPortal Access’ and you'll see options for POs, Receipts, Requisitions, Products, etc. You can also click ‘Show Permissions’ in the top right to expand those areas to give you that view, edit, delete, etc. options that you were used to seeing in database view.

Keep in mind that you can also always click on the green question mark in the top right of any screen to see the help/how-to topic/information within the product for additional information. Hope this helps!!

@Kathy Sneddon, yes if those users you added are having issues getting logged into WebPurchasing, I would reach out to support so they can troubleshoot the issue at hand.

@Josceline Reardon, we utilize the same Approval Rules functionality as Expense Management for purchasing with a WebPurchasing subscription. As you can see on this thread, that is a separate portal (not in database view) that we plan to move into webview later this year. It is not automatically included with most FENXT packages, even if you have Purchase Orders, but of course, feeds into that same module within Payables to allow you to have a full approval workflow for requisitions to be approved to create the POs and ultimately generate your invoices.

@Josceline Reardon, yes – from what I can see on your organization's record, I only see Expense Mgt. and not WebPurchasing, yes. While some functionality will come into webview for this area, like purchase requests, you won't get the full approval workflows (tapping into the same approval rules for EM) without WebPurchasing.