Skip to main content
Solved

Approval Map for Credit Memos


Trying to add Approval Map to Credid Memos

 

 

 

Best answer by Laura02

Hello,

To add a new Approval map for ALL Credit memos, leave Conditions tab blank and add the

Approver (Employee name or Workgroup) to the Rule Actions tab of Approval Maps screen.

Then connect new Approval map to the Approvals tab of AR Preferences, for Type = Credit Memo only.

Connect your Approval Map to Credit Memo on Approval tab of AR Preferences.

 

View original

Laura02
Captain II
Forum|alt.badge.img+19
  • Captain II
  • January 17, 2024

Hello,

To add a new Approval map for ALL Credit memos, leave Conditions tab blank and add the

Approver (Employee name or Workgroup) to the Rule Actions tab of Approval Maps screen.

Then connect new Approval map to the Approvals tab of AR Preferences, for Type = Credit Memo only.

Connect your Approval Map to Credit Memo on Approval tab of AR Preferences.

 


meganfriesen37
Captain II
Forum|alt.badge.img+11

It looks like you’re off to a good start on your approval map.

Once you’ve got your approval map ready to go, make sure to update the “approvals” tab of the Accounts Receivable Preferences tab

  • Activate the Row
  • Select the “Credit Memo” type
  • Select the Approval Map
  • Select a notification template (if required)
  • Press Save

 


  • Freshman I
  • January 18, 2024

Thanks!


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings