Question

Changing Codes on the app?

  • 14 December 2023
  • 9 replies
  • 72 views
K
Rank
Userlevel 3
Badge

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

9 replies

Sagar Greytrix
Rank
Userlevel 5
Badge +1

Hi @katiedavison ,

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

Could you please provide more details.

Regards,

Sagar 

Sagar Gadge Team Lead - Acumatica O: +91-22-67687800 E: sagar@greytrix.com
K
Rank
Userlevel 3
Badge

@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
Rank
Userlevel 7
Badge +16

@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. 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K
Rank
Userlevel 3
Badge

@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
Rank
Userlevel 7
Badge +16

@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?

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K
Rank
Userlevel 3
Badge

@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
Rank
Userlevel 7
Badge +16

Hi @katiedavison 

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

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
K
Rank
Userlevel 3
Badge

@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
Rank
Userlevel 7
Badge

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

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. 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