Paramount Workplace for Dynamics GP: How to release a requisition from a Review session

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BDO

Once a requisition is approved in Paramount Workplace for Microsoft Dynamics GP, it moves into review. The requisition is then available on the home page of the reviewer. Sometimes the reviewer quickly opens the link on the home page, which contains multiple requisitions on it while a “Review” session is open.

However, sometimes that session remains open without processing a requisition to generate purchase orders and other reviewers cannot find those locked requisitions on the dashboard. In order for that requisition to be visible on the home page, the reviewer has to release it so that other reviewers can review and approve it.

If you face this type of situation, or would like to know a way to unlock the requisition from review session, there are a few steps you can take:

1. Find the review session and requisitions.

Requisition > Transactions > Find Review session > Click to open list of requisitions with review session number (Figure 1).

2. Find the requisition under question and open it.

3. Select button in highlighted box on requisition header line on left side (Figure 2).

 

Click Process to process the requisition as usual. Once the process is complete, the requisition should be available on the dashboard to create another review session by another reviewer.

If you need more information, contact your Dynamics GP partner.


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