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How to set up notification to notify the higher levels in approval

  • September 11, 2022
  • 1 reply
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I have set up an approval in request with 3 steps: Approval Level 1 (<1K), Approval Level 2(1K-2K), Approval Level 3(>2K).  How can I also set up the notification such that after level 1 approve for <1K (request status becomes open), level 2 and 3 does not need to approve, but system will send notification to notify the level 2 and level 3. And also, after level 1 and level 2 approve(1K-2K), level 3 does not need to approve, but it will send notification to notify level 3 that request has been open.

Best answer by Manikanta Dhulipudi

Hi @jechang 

Which Version of Acumatica you are using?

See the below Video for reference On Approval

https://www.youtube.com/watch?v=A-P9TcVG1XUhttps://www.youtube.com/watch?v=1BlpHidYnn0

Please try the above steps and let me know if you need any assistance.

All approvers will get an email until the document approved

https://www.youtube.com/watch?v=A-P9TcVG1XU

https://www.youtube.com/watch?v=A-P9TcVG1XU

 

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Manikanta Dhulipudi
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Hi @jechang 

Which Version of Acumatica you are using?

See the below Video for reference On Approval

https://www.youtube.com/watch?v=A-P9TcVG1XUhttps://www.youtube.com/watch?v=1BlpHidYnn0

Please try the above steps and let me know if you need any assistance.

All approvers will get an email until the document approved

https://www.youtube.com/watch?v=A-P9TcVG1XU

https://www.youtube.com/watch?v=A-P9TcVG1XU

 


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