Hello Experts
When we upgraded to SAP B1 version 9.0 PL11, we weren't set up with all the new components and services that can help us improve and grow the business.
We have recently added the SAP B1 workflow service and the SAP B1 studio add-on (AT THIS STAGE IT IS ONLY THE STUDIO AND NOT THE SAP BUSINESS ONE FOR STUDIO FOR MICROSOFT VISUAL STUDIO)
As the micosoft visual studio is over $10K ......................I am looking to see if the studio is enough to deliver what I want to do at this stage.
I was wanting to develop some sort of workflow for Major Expenditure (Opex and Capex).
I was thinking that the new Purchase Requisition function in SAP B1 9.0 could have potential ..............I would just create new UDF fields to best satisfy typical fields generally needed when requesting approval. (see the attached copy of freeware form that we have been using that shows the type of information needed)
However in my testing using the purchase requisition function with many UDFs ............it did not completely satisfy my need.
Historically user has submitted a request for major expenditure approval with all supporting attachments that would first workflow to designated finance users that would then review the request add further information like Budget details (Is there budget, amount approved, amount remaining etc)
One the finance role was completed, the workflow request would then workflow to authorising user for approval.
In my testing of the internal Approval procedures with SAP B1 9.0 ...........the purchase requisition can not be edited once submitted for approval (Finance role cannot be carried out)
So my question to the many SBO experts out there, looking at the attached MER Form and now knowing that we currently only have SAP B1 studio and not Microsoft Visual Studio:
What can I do with regards to setting up a major expense request workflow for approval.
Is Purchase requisition the way forward?
Should I be creating OBjects,UDF, UDO's etc
Any insight will be greatly appreciated.