Put for Pending approval status when Exchange Rate Changes...

Hi @adriangavino45,

Unfortunately I don’t think the AP Payments screen supports the standard approval maps functionality. If it was available, you would likely need to build a simple customization to store the last approved exchange rate somewhere and trigger an approval request when it changes. If you’re not willing to go the customization route I would suggest entering a suggestion in the Product Ideas section.

Thanks Gabriel, 

Tha payments and application screen (AR302000) is available in the assignment and approval maps, but my issue is when I add an approval map there is no option to trigger the action when the field changes:
 

Any ideas?

Regards!

Hi @adriangavino45,

Yes, you can create an Approval Map, but you won’t be able to activate it in AR Preferences because it only lets you assign approval maps for AR Invoices:

Assuming it was possible, I would configure the approval map by comparing the current CuryRate with the last approved CuryRate -- this would mean a simple customization that updates this field during approval.

Let’s find an alternative solution - can you tell me what is the goal or business requirement you are trying to handle? Are you:

• Trying to prevent manual changes by the users?
• Do you have cases where the exchange rate suddenly goes to 1 without explanation and you want to block that? (i’ve had this happen in 2019 on a long list of AR Invoices for seemingly no reason)
• Do you want to be informed when the exchange rate for a given currency has changed since the last payment was entered for this specific currency? (in this case, the CuryRate field wouldn’t even be changing -- it’s just the value that is retrieved when you add the payment that is different from previous payments)

Hi @Gabriel Michaud, thanks!

You are right, I didn't realize that I won't be able to activate it in AR preferences.

The business requirement is:

The users is able to change the exchange rate in payments and applications, but they need to ask for approval, so the idea is: the user changes the exchange rate-→ Document status go to “Pendig Approval”→ send push notification to mobile-→ in the mobile application go to “Approvals”→ approve or reject the change request.

Basically this is the requirement.

I don't have any issues regarding mobile push notifications, etc… my headache is regarding the status pending approval when the exchange rate changes.

Regards.

@Gabriel Michaud thanks! I will do it!.

Thank you very much for your time and help!

Regards.