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Version: Current

Troubleshooting: Requisition Not Converting to PO After Approval

Problem​

A Purchase Requisition completes its approval workflow successfully (reaches an APPROVED outcome), but it does not automatically convert into a Purchase Order (PO). The Requisition might remain in an Approved status, or move to an unexpected status.

Common Causes​

  1. Missing/Incorrect Conversion Sentence: The Automation Sentence designed to handle the APPROVED outcome for Requisitions is missing, inactive, or misconfigured. It should contain the Convert action targeting the Purchasing > Order submodule.
  2. Sentence Conditions Not Met: The conversion Sentence has conditions that were not met by the approved Requisition.
  3. Convert Action Misconfigured:
    • Incorrect target Module (Purchasing) or Submodule (Order) selected in the Convert action.
    • Duplicate toggle incorrectly turned ON (this would create a new PO but leave the original Requisition, not convert it).
  4. PO Creation Failure: Issues preventing the creation of the new PO record:
    • Permissions: The system (or potentially the user context if relevant) lacks #CREATE permission for Purchasing > Order.
    • Form Validation: The default PO form has mandatory fields that cannot be populated from the Requisition data, causing PO creation to fail validation.
    • Auto-Numbering Issues: Problems with the PO auto-numbering sequence. See Auto-Numbering Issues.
  5. Subsequent Sentence Interference: Another Sentence triggered by the APPROVED outcome runs before the conversion Sentence and uses "And cancel processing", preventing the conversion Sentence from executing.
  6. Platform Issues (Rare): Temporary issues with the Automation service or the backend processes handling document conversion.

Troubleshooting Steps​

  1. Verify Requisition Approval Outcome: Open the approved Requisition. Check the Approval Flow display or Audit History. Did the final milestone reach an APPROVED status?
  2. Check Conversion Sentence Configuration (Admin Task):
    • Go to Settings > Automations.
    • Find the Sentence triggered by When an approval outcome is received for Module Purchasing, Submodule Requisition, and Outcome APPROVED.
    • Is the Sentence Active?
    • Review its Conditions. Would the approved Requisition have met them?
    • Review the Actions. Does it include a Convert action?
      • Is the target Module Purchasing and Submodule Order?
      • Is the Duplicate toggle turned OFF?
    • Are there any preceding actions that might cause issues? Is "And cancel processing" used correctly?
  3. Check PO Form Configuration (Admin Task):
    • Go to Settings > Document Types. Edit the default form for Purchasing > Order.
    • Are there any mandatory fields (Required = TRUE) that might not have corresponding data on the Requisition?
  4. Check PO Permissions (Admin Task): Ensure relevant system contexts or user roles have PURCHASING:ORDER#CREATE permission.
  5. Check PO Auto-Numbering (Admin Task): If POs use auto-numbering, ensure the sequence is configured correctly and hasn't encountered errors.
  6. Review Automation Logs (Admin/Staff Task): Check the logs for the approved Requisition. Did the conversion Sentence run? Did it encounter errors during the Convert action or subsequent PO creation attempt?
  7. Manually Convert (Workaround): If the automation failed, try manually converting the approved Requisition using the More Actions (...) > Convert menu (ensure Duplicate is OFF). Does manual conversion work? This helps isolate automation vs. core conversion issues.

Need Help?​

If approved Requisitions consistently fail to convert automatically, contact Zudello support. Provide:

  • The Document UUID of an approved Requisition that failed to convert.
  • Screenshots of the relevant Sentence configuration (Trigger, Conditions, Convert Action).
  • Details from Automation Logs if available.