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Sales Order Approval Workflow

  • October 30, 2022
  • 2 replies
  • 255 views
Jeff96
Captain II
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Hi, 

 

I’m trying to set up an approval map for orders based on the terms in the financial section of the SO. See attached image. 

However the orders don’t go into approval mode. It goes straight to open. 

 

 

Best answer by Manikanta Dhulipudi

Hi @Jeff96 

 

Could you please share the screenshot of Sales order preference>approval??

 

Please confirm if you enabled any so approval in that form.

 

Thanks 

Jeff G.

2 replies

Manikanta Dhulipudi
Captain II
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Hi @Jeff96 

 

Could you please share the screenshot of Sales order preference>approval??

 

Please confirm if you enabled any so approval in that form.

 

Thanks 

Acumatica Functional Consultant & Customer Experience Supervisor
Jeff96
Chris Hackett
Jeff96
Captain II
Forum|alt.badge.img+4
  • Jeff96
  • Author
  • Captain II
  • October 30, 2022

Hi @Jeff96 

 

Could you please share the screenshot of Sales order preference>approval??

 

Please confirm if you enabled any so approval in that form.

 

Thanks 

Thanks. I completely missed that.

Jeff G.
Chris Hackett
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