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Bill Approval for only certain users


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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?

 

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Best answer by mna10 10 August 2023, 13:20

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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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@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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Hi @ricoybanez, sounds good. Please share. 

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

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

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

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Unfortunately same thing. Approval doesn't work.

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What happens when you only have one owner on the Condition?

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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. 

 

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Hi @mna10 

What are your Rule Actions?

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