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How to set up notification to notify the higher levels in approval

  • September 11, 2022
  • 1 reply
  • 289 views

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I have set up an approval in request with 3 steps: Approval Level 1 (<1K), Approval Level 2(1K-2K), Approval Level 3(>2K).  How can I also set up the notification such that after level 1 approve for <1K (request status becomes open), level 2 and 3 does not need to approve, but system will send notification to notify the level 2 and level 3. And also, after level 1 and level 2 approve(1K-2K), level 3 does not need to approve, but it will send notification to notify level 3 that request has been open.

Best answer by Manikanta Dhulipudi

Hi @jechang 

Which Version of Acumatica you are using?

See the below Video for reference On Approval

Please try the above steps and let me know if you need any assistance.

All approvers will get an email until the document approved

https://www.youtube.com/watch?v=A-P9TcVG1XU

https://www.youtube.com/watch?v=A-P9TcVG1XU

 

1 reply

Manikanta Dhulipudi
Captain II
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Hi @jechang 

Which Version of Acumatica you are using?

See the below Video for reference On Approval

Please try the above steps and let me know if you need any assistance.

All approvers will get an email until the document approved

https://www.youtube.com/watch?v=A-P9TcVG1XU

https://www.youtube.com/watch?v=A-P9TcVG1XU