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#administration
Title
# administration
k

KevinC.

04/18/2022, 4:45 PM
I have a question on vendor bill approval/rejects. Upon rejecting a bill is there an easy way to require the user to add a reject reason before the bill can be rejected ?
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James Morris

04/18/2022, 4:52 PM
Way I've usually done it is to add a rejection reason field, and then slap a condition of rejection reason not empty onto the transition. There's definitely more fancy/pretty ways, but that does the trick.
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Sam-I-Am

04/18/2022, 5:38 PM
Now having a rejection reason field would require rejecter to edit and add the rejection notice in that field, that means the approver have edit permission in the workflow state. As a control no one should be able to edit the record at that stage - it should be locked. Once rejected bill should be editable by the creator only. I have used a script to tie in a user note or custom record to populate the reject reason field - based on the suiteanswers 8423. Easier option would be to just install the stickynote bundle and activate stickynote for bills, where rejecter/approver can create user specific stckynote. This option doesn't require any scripting. Also no changes to controls ie record locking needed.
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James Morris

04/18/2022, 5:47 PM
Agree that as a control, a record should be locked after approval, but we are talking about prior to approval here, and things being rejected, so there's no need for a control that things can't be edited before they're rejected. Also, are you sure that's the correct SA number? That article is entitled "Defining Summary Types to Roll Up Search Results".
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KevinC.

04/18/2022, 6:03 PM
interesting.. I will take a stab at it. Thanks all.
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cashtexas

05/23/2022, 10:13 PM
@KevinC. I have a popup “reject reason” script I’d be happy to give you - we use it for all of our custom approvals
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KevinC.

05/23/2022, 10:17 PM
@cashtexas It would be nice to take a look at it.. I massaged the one in suiteanswerw 84231.. but it would be nice with a popup for sure. If you can share it, I would graceously accept. Thanks
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cashtexas

05/23/2022, 10:31 PM
DM’d