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Automating workgroup assignment based on Owner in Po

  • July 9, 2024
  • 3 replies
  • 87 views

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Hello all,

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

 

Best answer by Laura03

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

3 replies

DipakNilkanth
Pro III
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Hi @Harshita ,

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


Laura03
Captain II
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  • Captain II
  • Answer
  • July 9, 2024

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


aaghaei
Captain II
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  • Captain II
  • July 9, 2024

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