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Approval Map for changes

  • September 13, 2022
  • 2 replies
  • 148 views
L
Captain II
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Do approval maps engage when an existing document is changed, or only on creation of a new document.

We want to know when a change occurs that changes the total on a project.

This seems like this would trigger an approval anytime someone hits save on any project with a value.

Does it trigger if a change is made to an existing project?

 

 

Best answer by Manikanta Dhulipudi

Hi @ltussing03  If the approver changed from today it will change the approval person on the document which is created earlier.

For example the below document is created yesterday and it is assigned to Layla Beauvoir

I made some changes to approval maps and approval is given to Maxwell Baker/

I put the same document on hold and removed hold, so the old document which is assigned to layla earlier should go to Maxwell Baker as per the new approver.

Please review and let me know if you have any questions

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

    2 replies

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+15

    Hi @ltussing03  If the approver changed from today it will change the approval person on the document which is created earlier.

    For example the below document is created yesterday and it is assigned to Layla Beauvoir

    I made some changes to approval maps and approval is given to Maxwell Baker/

    I put the same document on hold and removed hold, so the old document which is assigned to layla earlier should go to Maxwell Baker as per the new approver.

    Please review and let me know if you have any questions

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    L
    L
    Captain II
    Forum|alt.badge.img+5
    • ltussing03
    • Author
    • Captain II
    • September 19, 2022

    Thanks!

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