Skip to main content
Solved

Sales Order Approval - Auto Approve SO created by specific users

C
Semi-Pro I

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!

 

Best answer by YasasWithanage76

Hello @chidao ,

Please try approval map like below.

 

 

 

 

 

 

 

 

Results 

 

 

 

View original
Did this topic help you find an answer to your question?

V
Acumatica Employee
Forum|alt.badge.img+12
  • vkumar
  • Acumatica Support Team
  • 871 replies
  • March 28, 2023

Hi @chidao 

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

Regards,

VijayKumarU
Chris Hackett
C
2 people like this
  • Chris Hackett
    Chris Hackett
  • C
    chidao
C
Semi-Pro I
  • chidao
  • March 30, 2023

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
Captain II
Forum|alt.badge.img+10
  • aaghaei
  • Captain II
  • 1204 replies
  • March 30, 2023

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*.
Chris Hackett
C
2 people like this
  • Chris Hackett
    Chris Hackett
  • C
    chidao
C
Semi-Pro I
  • chidao
  • March 30, 2023

@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
Captain II
Forum|alt.badge.img+10
  • aaghaei
  • Captain II
  • 1204 replies
  • March 30, 2023

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*.
Chris Hackett
C
2 people like this
  • Chris Hackett
    Chris Hackett
  • C
    chidao
YasasWithanage76
Acumatica Employee
Forum|alt.badge.img+4

Hello @chidao ,

Please try approval map like below.

 

 

 

 

 

 

 

 

Results 

 

 

 

Chris Hackett
C
2 people like this
  • Chris Hackett
    Chris Hackett
  • C
    chidao

Reply


Most helpful members this week

Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie 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