Skip to main content

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.

 

 

 

 

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:

 

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.

 

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.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved