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Vendor Approval Workflow


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Hello all,

Can anyone let me know how we can implement the vendor approval workflow apart from customization?

Thanks in advance.

Best answer by meganfriesen37

There’s a number of idea posts here on the community  It would be great to see this as a native functionality. 

https://community.acumatica.com/ideas/approval-process-for-changing-vendor-banking-information-18066https://community.acumatica.com/ideas/approval-map-for-new-vendors-customers-2631

 

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2 replies

meganfriesen37
Captain II
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iqraharrison
Captain II
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@Harshita the only vendor type approvals that I see are the following so you may need a customization to accommodate this.

in the vendor/customer approval, i saw a comment that said you could set up a business event to notify an acumatica user that a new customer/vendor has been created which would prompt that user to go in and review for proper set up.  not an approval but could be an alternative to a customization.  I recommend upvoting the idea, i see it has a status of future consideration but no eta :(


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