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PO Approver hierarchy level need to be transfer sequentially

  • 7 July 2021
  • 3 replies
  • 148 views

Hi, 

We have have configured the PO approval hierarchy.

there are 3 levels. but once create the PO approval notified for three members. that mean 

system is showing all the approval persons under Approvals tab in PO form. also notified to 2nd and final approval persons.

 

 

There are two questions. 

(01). Have there any possibility to stop 2nd and final approval notification before approving 1st level. 

After 1ts level approve then it should transfer to 2nd layer. 

(02). Considering above screen shot, if final approver, approved the document system complete the approval process regardless of 1st and 2nd approver. 

Need to follow sequence approval process.

 

Regards

Nethupul

 

3 replies

C
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Userlevel 7
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Hi @NAthukorala47 For your requirement, the Multi-Stage Approval would be helpful Please find the below link that has the documentation link for Parallel Approvals and Multi-Stage Approvals. 

https://help-2018r1.acumatica.com/Wiki/ShowWiki.aspx?pageid=4d9e371a-9b52-4b4e-8c8f-1f787791cb8e

Note: There are some changes to the recent versions of Acumatica. Hence, recommending to follow similar document for the version for which you are trying to configure the approvals.

Thanks

Chandra M
NAthukorala47
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Userlevel 3
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HI Chandrasekhar,

 

Thank you very much your prompt support. i am checking provided steps and will let you know soon. 

 

Regards

Nethupul

 

NAthukorala47
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Userlevel 3
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HI, 

 

I have configured the given action plan. but it was bot success. attached the screen shots.

 

Regards

Nethupul

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