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SO Invoices and CM's not going through approvals

  • 6 June 2022
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We create service orders and sales orders (type of SO), which then get invoiced from there.  We also create RC Sales Orders for Credit Memos, which are created in the SO workspace.  The invoices, once released, go into Receivables, but they bypass the Receivables approval process.

We need approvals on all invoices and credit memos, not just the ones that are created directly in the Receivables workspace, and approvals are not available for SO invoices and CM’s.  Is there a way to put this in place?

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Best answer by YasasWithanage76 29 February 2024, 12:28

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Hello @MarciaW ,

Please check the comments on the below product Idea.

https://community.acumatica.com/ideas/approval-process-for-so-invoices-6714

Most probably we will get the ability to set up Invoices (SO303000) approvals in the 2024 R1

Acumatica 2024 R1 Beta version release notes - https://acumatica-builds.s3.amazonaws.com/builds/preview/24.1/ReleaseNotes/AcumaticaERP_2024R1_Beta_ReleaseNotes.pdf

 

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