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Approval Maps: Built in Templates

  • July 27, 2022
  • 2 replies
  • 278 views

dougmcbride79
Semi-Pro I
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Our VAR, Cloud 9, sent a training video to us on Approval Maps. The training video showed many built-in Approval Map templates we can use.  When I looked in our Acumatica 2021 R2 I do not see the Approval Map templates.  Am I missing something?  Or are the templates only in newer releases of Acumatica? 

Best answer by Laura03

Hello Doug,

A new empty tenant comes with no Approval Maps set up, even in the latest version, 2022 R1.

Have you downloaded the Sales Demo from Acumatica? Sales Demo is a populated sample company tenant that can be downloaded (requires local installation of Acumatica, local installation of Acumatica can also be downloaded).  Approvals can be exported from demo and imported to your tenant.

You can find many examples, perhaps even XML attachments by searching this form for ‘Approval Map’.

2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • July 27, 2022

Hello Doug,

A new empty tenant comes with no Approval Maps set up, even in the latest version, 2022 R1.

Have you downloaded the Sales Demo from Acumatica? Sales Demo is a populated sample company tenant that can be downloaded (requires local installation of Acumatica, local installation of Acumatica can also be downloaded).  Approvals can be exported from demo and imported to your tenant.

You can find many examples, perhaps even XML attachments by searching this form for ‘Approval Map’.


dougmcbride79
Semi-Pro I
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  • Author
  • Semi-Pro I
  • July 28, 2022

Thank you for your helpful answer.  I greatly appreciate your taking time to help me.