GL changes and conversions
My client's organization changes gl codes semi-annually. When this happens there are purchase orders that are closed and some that are open in various statuses (most importantly approved/not).
My client wishes the following behavior:
When a new gl is created they will create a new gl in service desk.
All closed tickets will retain their old GL's
All existing GL's will be updated with the new GL, but without 'un-approving' them as edits automatically do.
Old GL's can be marked for no further use and not show up in pick lists
Currently:
When GL's are changed, the new GL is created, all tickets needing update are changed (manually) to the new GL, causing the ticket to be marked un-approved and items must be received and approved all over again.
Proposed Solution
1.) Allow mark for 'no further use' style deletions of gl's
2.) have a 'convert open tickets to' drop down in the gl code detail view popped up on deletion with all gl codes in it allowing for full conversion of open tickets ( and which programatically ensures they stay in the approval state they were in before the conversion)
3.) audit said transaction (so gl transfers aren't made through this back door, though it isn't really an accounting system), perhaps even notify all approvers
any chance this is already on your radar? if not what would be the estimated time til this might hit it?
/kdl
My client wishes the following behavior:
When a new gl is created they will create a new gl in service desk.
All closed tickets will retain their old GL's
All existing GL's will be updated with the new GL, but without 'un-approving' them as edits automatically do.
Old GL's can be marked for no further use and not show up in pick lists
Currently:
When GL's are changed, the new GL is created, all tickets needing update are changed (manually) to the new GL, causing the ticket to be marked un-approved and items must be received and approved all over again.
Proposed Solution
1.) Allow mark for 'no further use' style deletions of gl's
2.) have a 'convert open tickets to' drop down in the gl code detail view popped up on deletion with all gl codes in it allowing for full conversion of open tickets ( and which programatically ensures they stay in the approval state they were in before the conversion)
3.) audit said transaction (so gl transfers aren't made through this back door, though it isn't really an accounting system), perhaps even notify all approvers
any chance this is already on your radar? if not what would be the estimated time til this might hit it?
/kdl