Adding Purchase Invoice Approver (PO Owner) to Invoices and Adjustments

Are you able to provide the xml of the progress you’ve had so far with the GI? It’s an option under the Clipboard Icon on the GI screen. Once the GI is figured, adding to a dash is cake.

Hi ​@awomack 

See attached xml file.

For further context, I have have currently turned off the joins I’ve attempted as the invoices were duplicating or the column showing the approver of the invoice was blank.

I had brought over the EPApproval, Employees, Users to try and link via APinvoice but nothing seemed to work correctly based upon online information.

Below is a screenshot of invoices pending approval but I cannot apply the @me command to it which ultimately would allow me to pull into a widget.

Below is the PM dashboard and under ‘Purchase Invoices to be Approved’ is where I’m trying to link the pending invoices to the individual who created the PO. At the moment, the widget is showing all invoices awaiting approval irrespective of who is the owner. 

What I did discover, which is shown above, is the data table labelled ‘Invoices Pending Approval’. This was located under Times and Expenses > Approvals. This has the correct filter but can only be applied as a data table and not a widget for some reason? This is my plan B but I wanted to use the widget for conditional formatting.

Hopefully makes sense!

Thanks 

Forgot to add, under the invoice there is an ‘APPROVALS’ tab which is where I’m trying to pick up the assignee. Under DAC Access, it shows it’s under the employee?

​@awomack 

No problem at all and thanks for looking into it.

I think I had tried APInvoice to EPApproval on NoteID = RefNoteID then with owner ID, but came up with a blank field. I will try again though and feedback.

Yes, plenty of attempts with plenty of headaches!

It will only be one stage approval even though the screenshot showing an additional step which is no longer there.

Thanks 

Hi ​@awomack 

There is some success, thanks!

There is a duplication on the first invoice but believe this is down to the unwanted secondary approval process.

However, when applying the ‘Approver’ (OwnerID) to the Purchase Invoice widget with an @me command, it will not save and instead returns a 0 value

Glad we got that figured, and yes my bet on the duplicate is due to the multi-step process. You will need to use conditions to weed those out.

As for the dashboard, and this might sound odd, but try to select ‘Use Parameter’.
I had this before with a dash I had and if you need to use referential stuff such as @me or something, then I had to have ‘Use Parameter’ on, even if I didn’t have that explicit parameter defined or active in the Dashboard settings. It worked on the dash I was making. 

I can check more in a bit, meetings are fun :), but I do remember that being something I did to handle that. 

Sorry for the vagueness.

If I could high five you or hug you I would!

Clicking on the parameter selection first created an error but then I reapplied the filter and it worked!

Superstar!

Thanks so much for your help.

Keep an eye out for my other queries ;-)

I’m genuinely so happy it worked out for you!

I’ll take that high-five! It’s practice for me, a solution for you, it’s a win win all around.

I guess if there’s a way to mark my response as the answer that’d be neat!

I actually am just now getting involved with the Community after finally coming to grips with Acumatica a bit myself haha.