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
Answer
Set up Purchase Orders Approval
Best answer by Laura03
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.
+19Hello,
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 Barber, WM Synergy
Hello,
What would be the best way to set this up I seem to be having a hard time getting it to work properly.
+19Hello
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 Barber, WM Synergy
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