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Answer

Requester Setup

  • March 27, 2025
  • 1 reply
  • 53 views

jpaquette92
Freshman I

How do assign individuals as requested by in the Creating a new Requests

 

Help says employee record, but dont see anything related to Assigning users as requestor or no roles as requestor.

 

Question what is the setup for Internal requests

Best answer by olgakonanykhina22

 

Hello ​@jpaquette92 

 

If it is an internal request where the requested by field is expected to show employees, that is based on the setup in the company tree.

https://help-2024r2.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=32ee0de4-1261-415f-8803-bb9dbcdf7d14

The user you are logged in with needs to be linked to an employee.

The employees that you should see are the ones from the same level as your employee or from levels below.

1 reply

 

Hello ​@jpaquette92 

 

If it is an internal request where the requested by field is expected to show employees, that is based on the setup in the company tree.

https://help-2024r2.acumatica.com/(W(3))/Help?ScreenId=ShowWiki&pageid=32ee0de4-1261-415f-8803-bb9dbcdf7d14

The user you are logged in with needs to be linked to an employee.

The employees that you should see are the ones from the same level as your employee or from levels below.