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Approval Maps for AP Bills

  • 31 July 2023
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K
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I’m trying to set up Approval Maps for AP Bills.  Certain Vendor Bills need to be approved by certain managers.  There is also a list of vendors that don’t need an approval.  My first attempt didn’t seem to work.  IBelow are the screenshots for the Step & Rules.  Any help would be appreciated!

 

 

 

 

 

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Best answer by Laura02 1 August 2023, 11:07

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K
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@Laura02 That was my problem!  Thank you!

Laura02
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Hello @kstockman ,

Your first attempt isn’t working because there is no document that has Vendor = AFLAC AND Vendor = ALPHA.

Please try using Operator OR on the Conditions tab.

(Vendor = AFLAC   OR

Vendor = ALPHA   OR

Vendor = ACUMATICA    )

 

Etc.

 

Laura

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ AUG Forums Episode130 ~
manikantad18
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Hi @kstockman You can do this using import to xml in Approvals Map screen

 

Acumatica Functional Consultant
K
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I would prefer to see the screenshots from Acumatica.  I’m not sure how to work with XML.  

manikantad18
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Hi @kstockman 

Can you check below Approval maps helps you ? 

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Acumatica Functional Consultant

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