Is there a way to add a rule that is applicable to bills for a new vendor?
Answer
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
+19Hello,
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
~ Laura Barber, WM Synergy
+8Hi
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
Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
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.
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