Solved

Approval Map - Project Issues

  • 26 July 2023
  • 2 replies
  • 62 views
A
Rank
Userlevel 1

Is it possible to have an approval map for the ‘Close’ process of certain classes of ‘Project Issues’?  We have figured out how to use Project Issues as a custom form entry platform, but we’re getting to the point where it would be nice (for some forms) to have an approval workflow before they close.

icon

Best answer by Laura02 26 July 2023, 21:00

View original

2 replies

Laura02
Rank
Badge +18

Hello @APistorius ,

In version 2023 R1, Approval Maps can be added to the following screens/documents/transactions:

  • AP Bills & Adjustments
  • Cash Purchases
  • Cash Sales
  • Cash Transactions
  • Employee Time Card
  • Expense Claim
  • Expense Receipt
  • Invoices & Memos
  • Journal Transactions
  • Payments & Applications
  • Purchase Orders
  • Sales Orders

To add controls to the ‘Close’ process of certain classes of ‘Project Issues’ will require Business Events or some Customization.

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
iqraharrison48
Rank
Userlevel 7
Badge +6

@APistorius as Laura stated there isn’t an approval map that you can set on the actual project issue without the Business event/schedule or customization, however, you can add an approval map to the Daily field report which have a tab for project issues.  

hope this helps!

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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