Is there a way to add a rule that is applicable to bills for a new vendor?
Solved
Approval Workflow only for New Vendors
Best answer by lauraj46
Hi
If you add a user-defined field on the Vendor screen then you should be able to reference the value of that field on the approval map. You could create a business event to update the value of the user defined field based on some logic.
Please also vote for the idea that
Hope this helps.
Laura
+20Hello,
Please vote for new Acumatica functionality: idea to add ability to approve addition of new vendors and customers:
https://community.acumatica.com/ideas/approval%2Dmap%2Dfor%2Dnew%2Dvendors%2Dcustomers%2D2631
The idea above is not exactly what you asked, I see… but close. Here is another idea: could you place new vendors in a different class at first, and use Vendor Class to route AP Bills for vendors who are in the temporary “New Vendors” class?
Laura
+9Hi
If you add a user-defined field on the Vendor screen then you should be able to reference the value of that field on the approval map. You could create a business event to update the value of the user defined field based on some logic.
Please also vote for the idea that
Hope this helps.
Laura
Thank you Laura02 and Lauraj46.
Actually I was considering the UDF field option. But without Business Event. Business Event is a good idea. Thanks.
Laura02, I have voted for the functionality. You are right. It is different. Though class works, UDF may be a better option.
Login to the community
No account yet? Create an account
Social Login
Login with your Acumatica accountEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.