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Multi Step requisition approval

  • Jan 14, 2025 3:30 PM UTC
  • 4 replies
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Hello All,

I have a multi-step approval map set up. With the first layer as a lab tech. They submit the requisition and their manager approves it, it then goes to the Lab Manager who then approves it. The last step is to go to our purchasing department where the PO is set up. I don’t think I’m understanding how everything is supposed to work at each step.

Step one → Goes to manager (set up as Next step, always)

Step Two → Goes to the lab manager (Next Step, always)

Step Three → Goes to Purchasing ( Approve Document, Always)

So should each step have an approve button? Or, will it step through the process? Right now, the first manager can approve, the second manager approves bidding, and then Purchasing sets up the PO. 

I want to make sure this is all correct prior to moving forward. 

 

Brent

Best answer by bbondura

Yes, we were able to get this solved. 


Thank you!

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4 replies

Kandy Beatty
Captain II
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Hi ​@bbondura 

What does your approval map look like?

 

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  • Author
  • Jr Varsity III
  • Jan 14, 2025 4:03 PM UTC
Step 1

The role is set up Employee workgroup equals ‘Name of role’

Step 2

Role is set up:

Employee workgroup equals ‘Name of role’

Requisition ext est cost is greater than or equal to 0

Step 3

Same as step 2

Step 4 

Requisition ext est cost is greater than or equal to 0

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Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • Apr 24, 2025 11:15 PM UTC

Hi ​@bbondura were you able to find a solution? Thank you!

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  • Author
  • Jr Varsity III
  • Answer
  • Apr 25, 2025 2:31 PM UTC

Yes, we were able to get this solved. 


Thank you!

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