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.
Answer
Approval Map - Project Issues
+1Best answer by Laura03
Hello
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
+19Hello
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 Barber, WM Synergy
+8
hope this helps!
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