AP BILL - Set Owner value

​@cecileclep09  Yes, in Acumatica, you can use an Assignment Map to control visibility and assign the Owner field on Vendor Bills (AP Bills) based on custom rules. However, the standard Approval Map does not populate the Owner field. Here’s how you can achieve this:

Option 1: Use an Assignment Map on Vendor Bills
Navigate to: Configuration → Workflow → Assignment Maps.

Create a New Assignment Map:

Set the Entity Type to Bills and Adjustments (AP301000).
Define conditions based on the Project Manager, PO Owner, or other criteria.
Assign users based on these conditions.
Apply the Assignment Map:

Go to Configuration → Assignment and Approval → Assignment Rules.
Select Bills and Adjustments as the Entity Type.
Apply the created Assignment Map to set the Owner field.
Option 2: Custom Automation Using Business Events
If the Assignment Map does not update the Owner field as needed, you can use a Business Event to trigger an update:

Create a Business Event:

Go to System Management → Business Events.
Create an event that triggers when a Vendor Bill is created or updated.
Use a Condition to check for a Project, PO Owner, etc.
Define an Action:

Use an Import Scenario or a small customization to update the Owner field dynamically.
Option 3: Customization (PXGraph Extension)
If the above methods don’t meet your needs, you can write a PXGraph Extension to automatically assign the Owner field based on custom logic (e.g., pulling the PO Owner, Project Manager, or any other field).

Thanks ​@smuddurthi81 for your answer.

As far as concern the Option1.

Apply the Assignment Map:

Go to Configuration → Assignment and Approval → Assignment Rules.
Select Bills and Adjustments as the Entity Type.
Apply the created Assignment Map to set the Owner field.

How do you apply the New Assignment Map you create at the first step ? Can you elaborate the screen your refer to ? I only have two : 

The first one allow me to create an new assignment map but not to apply somewhere 

How I enable this and make the system use the spec one a create ?  

Your second option is great but less convenient for basic users to update when rules are changing.

Thanks

​@cecileclep09 

To apply the new Assignment Map you created in Acumatica, follow these steps:

Ensure the Assignment Map is Created:

Navigate to Configuration → Assignment and Approval → Assignment and Approval Maps.
Select Bills and Adjustments as the entity type.
Define assignment rules based on the required conditions.
Apply the Assignment Map to the Entity:

Go to Configuration → Document Management → Assignments (or the specific module where bill assignments are configured).
Find the Bills and Adjustments section.
Select the Assignment Map dropdown and choose the one you created.
Save the changes.
Verify Assignment Execution:

Create a test Bill and ensure the assignment logic correctly updates the Owner field.
Check logs or workflow history if necessary.
If you don’t see the option to apply the Assignment Map, ensure you have the necessary Access Rights and the Assignment Map is properly configured for Bills and Adjustments.

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​@cecileclep09 

You're referring to using Business Events in Acumatica to dynamically update the Owner field when a Vendor Bill is created or updated. Here's a more detailed breakdown of how to implement Option 2:

1. Create a Business Event
Navigate to System Management → Business Events
Click + New Event
Set Trigger Conditions:
Entity: AP Bills and Adjustments (Vendor Bill)
Event Type: Record Inserted or Updated
Add Conditions (e.g., when a Project or PO Owner exists)
2. Define an Action
Under the Subscribers tab, click + Add Action
Choose Import Scenario as the action type (or a Customization if needed)
Set the Import Scenario to update the Owner field dynamically
3. Create an Import Scenario
Navigate to System Management → Import Scenarios
Click + New Scenario
Select AP Bills and Adjustments as the target screen
Map the Owner field to pull values dynamically from the Project Manager, PO Owner, etc.
4. Test & Deploy
Create a new Vendor Bill
Verify that the Owner field updates automatically
This method ensures flexibility while keeping rule updates simple for basic users. 

Hello ​@smuddurthi81 , I guess ​@vkumar is right : There is no such thing as a assigment map for bills only an approval map. 

This could be a good new feature.

Thanks.

Hi ​@cecileclep09,

You can achieve this by customization.