I was just wondering why the "Reason Settings" option is hidden in the Approval Maps in MYOB Acumatica?
I was hoping to enable 'Reason for rejection', as my company's CEO requested that a reason be required when rejecting approvals. However, I can’t seem to find any option in the Approval Maps to make the Reason for Rejection mandatory — unlike in standard Acumatica.
Would you happen to know how we can utilise the Reason field in the Approvals tab across any screen? At the moment, it’s always blank.
Figure 1. From Standard Acumatica Approval Maps
Figure 2. From MYOB Acumatica - Reason Settings missing
Figure 3.
Reason field in the Approvals tab
Best answer by Graeme Laughton-Mutu
I got it now. I created a new approval map and found out that the Reason Settings is hidden for the Sales Order entity but not in any other entities like Employee Time Cards, Journal Transactions, etc. I wonder why, and if there is a setting somewhere that will enable it for the Sales Order. Or is it because the Sales order screen has customisations applied on it?
Hi @madelcorvera
You aren’t seeing the Reason Settings because it’s a Sales Order approval map.
The new Approval Reasons feature isn’t rolled out to that screen yet (in both Acumatica core and MYOB Acumatica):
Here are the screens/approvals that can use the new feature so far:
On the Approval Maps (EP205015) form, the Reason Settings section on the Rule Actions tab is now shown if one of the following entity types is selected:
I’m using MYOB Acumatica and can see these options you mention on the Assignment & Approval Maps screen (EP205500). I use these Maps for employee leave approvals.
Sorry, not sure why they are hidden for you now...
I got it now. I created a new approval map and found out that the Reason Settings is hidden for the Sales Order entity but not in any other entities like Employee Time Cards, Journal Transactions, etc. I wonder why, and if there is a setting somewhere that will enable it for the Sales Order. Or is it because the Sales order screen has customisations applied on it?
Sorry, I only use the system for payroll. And the approval mapping and company tree sections I find confusing and not very user friendly. There are help/wiki pages on Sales Order Preferences, and Specific Approvals: Sales Orders, but the info is a bit beyond me… :(
I got it now. I created a new approval map and found out that the Reason Settings is hidden for the Sales Order entity but not in any other entities like Employee Time Cards, Journal Transactions, etc. I wonder why, and if there is a setting somewhere that will enable it for the Sales Order. Or is it because the Sales order screen has customisations applied on it?
Hi @madelcorvera
You aren’t seeing the Reason Settings because it’s a Sales Order approval map.
The new Approval Reasons feature isn’t rolled out to that screen yet (in both Acumatica core and MYOB Acumatica):
Here are the screens/approvals that can use the new feature so far:
On the Approval Maps (EP205015) form, the Reason Settings section on the Rule Actions tab is now shown if one of the following entity types is selected:
