How can the Funds Reservation be Accomplished Prior to Approval Submission When Using iProcurement? (Doc ID 3029846.1)

Last updated on JUNE 20, 2024

Applies to:

Goal

When enabling the configuration setting of ‘Reserve at Completion’ checkbox under Purchasing-->Financial options, then the core Purchasing seems to work as expected as the 'Reserve' checkbox became available before submitting the PR.

But in iProcurement, this setting seems to have no difference!

The Users want to know how to make the system do the fund 'Reserve' action in the beginning of purchase requisition approval process.

Example: The Core Purchase Requisition form - allows the user to choose Tools/Reserve - and the funds are reserved prior to submitting for approval.

How can the Reserve action be accomplished - during the checkout process in iProcurement - prior to Approval submission?
 

Solution

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