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Automating workgroup assignment based on Owner in Po

  • 9 July 2024
  • 3 replies
  • 40 views

Hello all,

Is it possible that Acumatica can automatically assign the workgroup based on the owner?
 

 

Hi @Harshita ,

I believe you need to do customization to achieve the same.

Hello @Harshita ,

Here is an example where we use the Department of PO Owner to route Purchase Orders to the Department head (in Company Tree) for approval:

When Owner of PO is in Accounting Department
Route PO Approval to head of Accounting Dept.

Laura

@Harshita a user can be a member of multiple workgroups. How platform should determine what is the workgroup you want? Can you elaborate?

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