Solved

Sales Order Approval - Auto Approve SO created by specific users

  • 28 March 2023
  • 6 replies
  • 150 views
C
Rank

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!

 

icon

Best answer by YasasWithanage76 6 April 2023, 09:45

View original

6 replies

V
Rank
Userlevel 7
Badge +11

Hi @chidao 

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

Regards,

VijayKumarU
C
Rank

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

aaghaei
Rank
Userlevel 7
Badge +8

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

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
C
Rank

@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

aaghaei
Rank
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.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Y
Rank
Userlevel 5
Badge +2

Hello @chidao ,

Please try approval map like below.

 

 

 

 

 

 

 

 

Results 

 

 

 

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