Hello all,
I have been trying to setup approval maps for various projects that have different project managers. So I want these project managers to approve Invoices.
How can I achieve this?
Answer
How can I setup approval maps for different project managers?
Best answer by dcomerford
You could base the Approval on the Proforma which is what the Project Invoice will raise before it becomes an Invoice. You can then have a rule per project Manager
+15You could base the Approval on the Proforma which is what the Project Invoice will raise before it becomes an Invoice. You can then have a rule per project Manager
Dermot Comerford
+11Hi
You can refer to how to do it below.
Best Regards,
NNT
I have devoted my time and deep passion to Acumatica! 🌐 https://www.linkedin.com/in/phambaotruong
+19Hello,
AR Invoice example:
Enter a condition where Project is not blank.
To route Approvals automatically to the Manager of each Project, choose Approver = Employee from Document. Drill into the Employee field of Rule Actions tab.
Expand AR Invoice/Memo, then Project, and within project find Project Manager.
Upon choosing Project Manager,the field changes to “Owner” and that is OK.
Remember to connect your new map in Approval tab of Receivables Preferences (or Project Preferences if you are approving ProFormas).
Laura
~ Laura Barber, WM Synergy
Can someone please show me how to do all this for AP documents? I’d like incoming bills mapped for approval by the Project Manager.
Thanks
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