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Approving Requests (for purchase)

  • 22 August 2023
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How can I assign the approval of a request to the “reports to” of the employee who submitted the request?

So far the closest I get is by explicitely setting a specific emplyee as the owner via the assignment map, then setting the approval to that employee’s superior via the apporval map. However I am not able to dynamically set the owner via the assignment map.

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Best answer by aaghaei 27 August 2023, 10:03

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aaghaei
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@smulvey  Approval Map works by BAccount’s default ContactID known as OwnerID in the Approval Workflow. The Employee SupervisorID (Reports To) holds BAccountID instead and in the approval navigation tree does not have a tie to Supervisor’s default ContactID. Unfortunately out of the box it's a dead end but it is doable through some customizations.

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*.
ricoybanez
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@smulvey 

  1. Set on the Employee Masterfile the approver using the [REPORTS TO] field
  2. On the approval Maps Conditions do this
  1. Where [Value Field] is the employee id of the approver
Rico P. Ybanez

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