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Approval Map for Credit Memos

  • 17 January 2024
  • 3 replies
  • 79 views

Userlevel 1

Trying to add Approval Map to Credid Memos

 

 

 

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Best answer by Laura02 17 January 2024, 23:21

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3 replies

Userlevel 7
Badge +10

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

 

Badge +18

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.

 

Userlevel 1

Thanks!

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