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Bill Approval for only certain users


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  • Jr Varsity III
  • 65 replies

HI, I’m trying to create an approval map where a manager will need to approve the AP bill for POs enter only by certain users. It doesn't look to be working. However if I uncheck the active box for the 2 employees in the conditions tab, the approval does work. I only need it for these 2 employees though. Any Thoughts?

 

Best answer by mna10

Hi @Chris Hackett, unfortunately no. Acumatica advised this is not possible and would require some customization.

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10 replies

Kandy Beatty
Captain II
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Hi @mna10 

What are your Rule Actions?


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  • Author
  • Jr Varsity III
  • 65 replies
  • July 14, 2023

Hi @kandybeatty49, I have tried entering the Approval employee in the employee section and I also created a workgroup with the approval employee and tried entering that in the Workgroup section. Both work when the rules active box is uncheck. But doesn't worked when the active box are checked. 

 


Kandy Beatty
Captain II
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What happens when you only have one owner on the Condition?


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  • Author
  • Jr Varsity III
  • 65 replies
  • July 14, 2023

Unfortunately same thing. Approval doesn't work.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2679 replies
  • August 9, 2023

Hi @mna10 were you able to find a solution? Thank you!


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  • Author
  • Jr Varsity III
  • 65 replies
  • Answer
  • August 10, 2023

Hi @Chris Hackett, unfortunately no. Acumatica advised this is not possible and would require some customization.


ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • 36 replies
  • August 11, 2023

@mna10 I have a recommendation for you if you haven’t have the solution for this.


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  • Author
  • Jr Varsity III
  • 65 replies
  • August 11, 2023

Hi @ricoybanez, sounds good. Please share. 


ricoybanez
Jr Varsity III
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  • Jr Varsity III
  • 36 replies
  • August 13, 2023

@mna10 Under Employees Masterfile you put the the Manager Name (Approver) on the field “REPORTS TO”

Then you do the assignment mapping using the “Reports To” field as condition

 


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  • Author
  • Jr Varsity III
  • 65 replies
  • August 25, 2023

Hi @ricoybanez , thanks for the suggestion. unfortunately this didn’t work either. it looks like from the PO to the bill, the owner of the PO does not stay. According to Acumatica this is not possible and instead we need to basically get the approval first when the PO is entered vs when its being billed.


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