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PO Approval when Project Overbudget

  • April 28, 2023
  • 2 replies
  • 128 views
kristianharianja
Semi-Pro I
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Can we setup approval workflow in purchase order when it will exeed the budget of the selected task and selected project?

Best answer by Heidi Dempsey

Hi @kristianharianja.  Thank you for your question.  Approval maps do not have the functionality to be triggered only based on the over budget warning because it is not a field stored in the database.

Kristian Harianja

2 replies

Heidi Dempsey
Community Manager
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  • Heidi Dempsey
  • Community Manager
  • Answer
  • April 28, 2023

Hi @kristianharianja.  Thank you for your question.  Approval maps do not have the functionality to be triggered only based on the over budget warning because it is not a field stored in the database.

Chris Hackett
aaghaei
Captain II
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  • aaghaei
  • Captain II
  • April 28, 2023

@kristianharianja although out of the box functionality can not work the way you explained as pointed out by @Heidi Dempsey but what you can do is to customize your PO with your desired business logic to retain required data from associated project budget line then utilize the stored custom data in PO approval map.

Reza Aghaei CPA, M. Acc. & Acumatica Customization - If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Heidi Dempsey
Chris Hackett
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