Solved

Approval Map

  • 1 February 2024
  • 3 replies
  • 109 views

Userlevel 1

I need to set up an approval map where the first step is the employee’s supervisor, when the supervisor approves the document it should then go to the Supervisors boss if over their approval amount.  I am having a hard time finding the Approvers’ supervisor as an option.   I can do it through steps and list all the employees but that is a lot to maintain.  

icon

Best answer by Laura02 1 February 2024, 22:58

View original

3 replies

Badge +18

Hello @dboes04 ,

Consider building out the Company Tree to include “the approvers’ supervisors” as roll-up nodes.

You’ve noticed it’s easy to route to the supervisor of the owner/employee on a document such as Expense Report. If the Company Tree includes VP of Finance or Controller on the Company Tree Workgroups with employees who report to her on connected nodes underneath Finance, the Approval map can direct second level approval to the Finance Workgroup.

For example:

  1. First Level approval of expenses for AR, AP, and HR is routed to employee’s supervisor using Employee screen’s Reports To field.
  2. Second Level approval, route to Finance Workgroup on Company Tree.
AR/AP/HR second approval is routed to Finance Workgroup

 

Rule Actions direct 2nd Approval to Workgroup from Tree.

This example includes two employees in the WorkGroup - configurations may require one or both to approve the expense item.

Laura

Userlevel 1

If I am a marketing employee and I have two employee’s below me how would the approval map know to send it to the Head of Marketing and not the Head of Finance?

Badge +18

Hi,

The Approval Map will have multiple second approval nodes under the example “Second Approval to Management” section, one per Department.

Conditions tab will contain something like this:

If over $1000 and Employees Dept. = Marketing … Send to WorkGroup on Rule Actions tab

Laura

Reply


About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved