Hi,
i am just wondering how can i set properly the workflow for approving credit memos, so that Sales Manager will always be the first to confirm new credit memo. Right now our AR map for credit notes is the Sales manager on the top and then the local controller, but in reality is other way around. The first the crontorller is getting the memos and then sales manager. Do you know maybe what is causing this flow?
Thank you,
Andreja Špindler
Hello
You have to create separate steps for the Sales Manager and Local Controller
Step 1 - assigns to Sales Manager.
Step 2 - assigns to Local Controller
This will ensure that Step 1 will be approved before moving to Step 2
Hope this helps
Amaan
Thank you Amaan,
Yes, i have already those 2 steps, but still is not working properly. And below you can see for Memos till 5000$ and the first is Sales Manager and the second Local Controller.
Hello
Based on the setup Sales Manager and Local Controller are configured as separate Rules rather than Steps. Regardless the sequence is expected to be followed.
What are the conditions set for Sales Manager and Local Controller?
Maybe there are conditions related to Rule 1 (Sales Manager) which are not satisfied hence document goes to Rule 2
Amaan
Hi Amaan,
So it looks the same for Sales manager and controler….So the idea is that first memo goes to sales manager and then to Local controller. Do i need to add also steps for those 2 rules?
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
