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Question

Changing Codes on the app?


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My project managers cannot change coding for bills on the acumatica application - is this normal? 

9 replies

Sagar Greytrix
Captain II
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Hi @katiedavison ,

Which Coding for bills on the acumatica application are you asking about?

Could you please provide more details.

Regards,

Sagar 


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  • Author
  • Freshman I
  • 33 replies
  • December 18, 2023

@sagar07 our AP team does a great job coding the bills however there are many circumstances where the project needs to be changed or the code depending on details the PM knows that we are unaware of.  

 

On the app, everything is greyed out - we can only approve or reject.  We cannot put it on hold, change the project or the coding like we can on the desktop version. 

 


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • December 18, 2023
katiedavison wrote:

@sagar07 our AP team does a great job coding the bills however there are many circumstances where the project needs to be changed or the code depending on details the PM knows that we are unaware of.  

 

On the app, everything is greyed out - we can only approve or reject.  We cannot put it on hold, change the project or the coding like we can on the desktop version. 

 

HI @katiedavison 

It greys out when it is awaiting approval and if the PM does not have those rights, they will not be able to change anything. 


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  • Author
  • Freshman I
  • 33 replies
  • December 18, 2023

@Kandy Beatty  Ok so essentially it is not possible to change cost codes for approval on the app? If it’s not awaiting approval, it won’t show up in their approvals.  If it’s awaiting approval, they can’t change the code.  

 

 


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • December 18, 2023
katiedavison wrote:

@Kandy Beatty  Ok so essentially it is not possible to change cost codes for approval on the app? If it’s not awaiting approval, it won’t show up in their approvals.  If it’s awaiting approval, they can’t change the code.  

 

 

Are they authorized approvers?


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  • Author
  • Freshman I
  • 33 replies
  • December 18, 2023

@Kandy Beatty yes. Essentially our ap person takes it off hold and once that happens it gets routed to the PM per our settings on the approval map. We get many bills so we’re trying to make it easier for the PMs to approve so we suggested the mobile app. However they need the flexibility to be able to change codes if need be 


Kandy Beatty
Captain II
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  • Captain II
  • 2183 replies
  • December 18, 2023

Hi @katiedavison 

Can they put the bill back on hold to change the codes? Have you tried that?


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  • Author
  • Freshman I
  • 33 replies
  • December 18, 2023

@Kandy Beatty doesnt appear doable from The mobile app because that would work. Doable on the desktop because that’s what they do. 


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2665 replies
  • January 15, 2024

Hi @katiedavison were you able to find a solution? Thank you!


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