No approval record created in AP Bill

Hello,

I notice the status of the Bill is “Open”, meaning it’s already released.

The timing of Acumatica approval process is such that it happens when the bill is removed from hold.

What happens if you put in a New Bill now, with your approval map activated?  The bill should start out on Hold status and if you remove Hold the status will become Pending Approval.

Hi @MarciaW 

Could you please set the below changes on the approval setting and see if the approval are coming in Bills and adjustment when the Bills is in balanced status.

Thanks

Hi Laura

This bill was created with the approval map activated.

Hi @MarciaW 

 

Could you please set the below changes on the approval setting and see if the approval are coming in Bills and adjustment when the Bills is in balanced status.

Thanks

Thanks this is useful.  When I change the field name to amount (as you have it), an approval is generated.  When I change it back to PO PPV Amount, no approval is generated even if there is a difference between my PO and AP values (which is what I’m trying to catch).  I might need to create a case to get some clarity here.

I wonder what the timing is on the PPV calculation itself.  I cannot see the aptran PO PPV Amount field you are using in the approval condition in my AP Bill screen. How can we tell whether PO PPV Amount is  populated on Bill Entry, or populated on release of the bill?

I’m looking in Help and there are hints, but I haven’t found a definite documentation of the Timing of PPV Calculation, when is this field in AP Tran populated? This timing will be key on whether the field can or cannot be successfully used as a trigger for the approval map.

If you have a local demo, you may be able to query the aptran table in SQL Server for an AP Bill on Hold status that has the non-zero purchase price variance, and see whether the amount is populated before release of AP Bill.

@MarciaW Any update on this. I am having the same issue. Looks like PPV doesn’t update until release which defeats the purpose of an approval process. 

@MarciaW can you please DM me your case#?

Dana

@Dana Moffat I found the product idea you created regarding this issue.  I hope a lot of people will vote for it.  

Here is the link for anyone who would like to vote:

PPV Approval Map | Community (acumatica.com)

Hello thread followers,

I have some good news to share.  Based off on the discussions on this thread, an idea was created on community and the idea targeted for development.

This idea is planned for 24R2 - you should see it soon in the 24R2 Beta release when it arrives.  Here, on Community, click on Product, then Pre-Release Version.

-Dana

Hi @Dana Moffat 

Thank you, I have received confirmation that this is included in Acumatica Build 24.200.0118 which is  available for download. I haven’t had a chance to test it as we are still on 2024 R1 and will upgrade at a later stage, but thank you for this!