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Vendor Approval Workflow

  • 21 May 2024
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H
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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.

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Best answer by meganfriesen37 21 May 2024, 23:58

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meganfriesen37
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There’s a number of idea posts here on the community  It would be great to see this as a native functionality. 

 

Megan Friesen, Contego Software Solutions, Canada
iqraharrison
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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 :(

Iqra ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.

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