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Sales Order Approval - Auto Approve SO created by specific users

  • 28 March 2023
  • 6 replies
  • 127 views

HI All

I have a case if SO is created by users A & B, SO will be auto-approved. Unless needs to be approved by a workgroup (BM)

I create 2 steps

  • Step 1: If the User is not equal to user A or B, needs to approve by workgroup BM
    • Step 1
      Condition of Step 1
      Rule of Step 1

       

  • Step 2: If no approval is found, auto approve document.
Step 2

 

Please advise if you have any ideas on this case.

Thank you in advance!

 

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Best answer by YasasWithanage76 6 April 2023, 09:45

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6 replies

Userlevel 7
Badge +11

Hi @chidao 

Approval map looks good, are you experiencing any issue with this scenario?

Regards,

HI @vkumar 

as my expectation for this flow, when I log in as User A, I can create SO and go to the next step. But it didn't. 

I use User A but the system still requires Approve from Workgroup BM

Userlevel 7
Badge +8

The first condition should have ”And” operator not “Or”

@aaghaei I have changed and tested again with both users, and it does not work.

Notes: already add this approval map to Sales Order Preference

Userlevel 7
Badge +8

If you changed operator to “and” didn’t work then I would say you create a support ticket as nothing is wrong from interference.

Userlevel 5
Badge +1

Hello @chidao ,

Please try approval map like below.

 

 

 

 

 

 

 

 

Results 

 

 

 

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