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Assignment and Approval Maps - Setup

  • 2 August 2022
  • 3 replies
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I’m trying to set up a one step reviewer.  A/P Clerk creates the bill and I approve it.  But they are still able to release the Bills on their own and I don’t know what I'm missing.

 

 

 

 

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Best answer by Laura02 2 August 2022, 20:26

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Hello @jyounes , I expect the problem is in the Conditions tab of Step 1. Try something simple like Bills over $.01 go to Accounting group.

And higlighted field below, I think you want approve document:

 

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To add a little more explanation for you… the Approval Workgroup in your example is Accounting… It’s like a circular reference.  “If the Approval’s Workgroup = Employees ... ” … it doesn’t. The approval’s workgroup is Accounting and therefore, the approval doesn’t happen.

 

Userlevel 3
Badge +1

To add a little more explanation for you… the Approval Workgroup in your example is Accounting… It’s like a circular reference.  “If the Approval’s Workgroup = Employees ... ” … it doesn’t. The approval’s workgroup is Accounting and therefore, the approval doesn’t happen.

 

Not in this, im just the one in accounting, the clerks were set up as employees.

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