AR Approwal map

Hello ​@aspindler 

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 ​@aspindler,

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?

Hello ​@aspindler 

What are the “Conditions” set for the Sales Manager Approval?

Amaan

Hi Amaan,

The conditions are set up only for Credit Memo, and the same condition is set up for Local Controller.

KR,

Andreja

Hello ​@aspindler 

It would be recommended to submit a support case for further investigation of this issue

https://portal.acumatica.com/(W(1))/Main?ScreenId=SP203500

Amaan

ok, thank you.

Maybe i will need some subtitles for this. I dont know this support portal.

Just create support ticket?

Thank you,

Andreja Spindler

Hi ​@aspindler - You would want to reach out for support where you purchased the product. Usually that is your VAR.

​@aspindler 

Please refer to screenshots:

Hello ​@aspindler ,

Yes. Agree with the above solution.

In this case, if you can create separate steps, the approval is also triggered separately.

If 1st approver approves the document, 2nd approval will trigger.

Rule

1st

2nd

1st step triggered

1st approver approves the document, 2nd approval will triggered.

Thanks