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Set up Purchase Orders Approval

  • 7 December 2022
  • 5 replies
  • 253 views
C
Rank

HI All,

I want to set up that when the user change status of PO from Hold to Open, the system will require approval from the manager.

But I can't find the condition Status. Is there any way we can do it? Please advise

 

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Best answer by Laura02 7 December 2022, 12:23

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Laura02
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Badge +18

Hello,

Approval happens automatically when user clicks  Un-Hold.

Leave condition blank to require approval on all PO’s.

On Rule Actions tab, add Employee’s Manager.

 

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
C
Rank

@laura01 thanks, Laura for your advice

joshmcgrew
Rank
Userlevel 1

Hello,

@Laura02 I would like to implement this flow but I would like to have the approval come only to the person who owns the PO and only if someone else tires to edit the PO specifically the PO lines.

What would be the best way to set this up I seem to be having a hard time getting it to work properly.

Laura02
Rank
Badge +18

Hello @joshmcgrew ,

Welcome to Acumatica Community!

I recommend that you open a new post to ask your question about how to route a PO for approval only when a person who is not the owner has tried to edit a line.

Because your question is on a post that is already answered, very few people will see it.

I think you may need customization to route a PO for approval only when someone who is not the original owner has made edits.  You will benefit if the programmers see the question, and they can better address the customization aspect.

 

Thanks,

Laura

Laura ~ Klear Systems, Inc. Irvine, CA. ~ Please remember to "Mark Best Answer" to help those who are facing the same problem.~
joshmcgrew
Rank
Userlevel 1

@Laura02 Thanks for the response, i’ll do that. 

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