Can approval processes be created for Opening a new Vendor or new Customer account?
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Can approval processes be created for Opening a new Vendor or Customer account?
Best answer by Jp89
It's unfortunate that this is only a future consideration. Most organizations that Acumatica targets as Mid Size, have proper approval processes for when selecting a vendor to purchase from, or an approval process that a customer may open a credit account. This should be part of fundamental designs and inclusions in an ERP solution.
I want to know the same problem, anyone know?
Not at this time, but there is an idea in future consideration status.
+5Since there isn’t Approval Map support, you could look into using a customer class that new customers are defaulted to or the customer status. Then the customer would be ‘approved’ when assigned a class or set to active.
It's unfortunate that this is only a future consideration. Most organizations that Acumatica targets as Mid Size, have proper approval processes for when selecting a vendor to purchase from, or an approval process that a customer may open a credit account. This should be part of fundamental designs and inclusions in an ERP solution.
+14How long is this going to just be a future consideration?
+18How long is this going to just be a future consideration?
Agreed. I was asked today about customer approvals for new customers or customer record changes.
+14As a CPA, I’m really surprised that there is no approval for vendors since the most common fraud and embezzlement cases usually involve fake vendors setup by someone unsupervised. An approval process for new vendors should be part of every financial system.
+18As a CPA, I’m really surprised that there is no approval for vendors since the most common fraud and embezzlement cases usually involve fake vendors setup by someone unsupervised. An approval process for new vendors should be part of every financial system.
That’s a great point. It’s true that it could help reduce fraud.
Really hoping this is in the next release, this is critical to confidence in the vendor master file and doesn’t appear that it would be a heavy lift to implement for Acumatica. Please prioritize this!
Really hoping this is in the next release, this is critical to confidence in the vendor master file and doesn’t appear that it would be a heavy lift to implement for Acumatica. Please prioritize this!
Completely agree with this post. When will this feature be built?????
I was able to create a sort of faux approval process for our new vendors.
First I added the Combo box value of pending approval to the status field.
Then I created a condition called “Ispendingapproval” where the status equals my newly created value of Pending approval.
I then went back to the field and set it to disabled when “Ispendingapproval” and set the default value to be pending approval. So whenever a new Vendor is created the status is “Pending Approval” and you can not edit it.
From there I created a new action button called “Approve” which flips the status to active.
Final step is to give access rights for the button for only roles/users that you would want approving vendors.
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