Does Acumatica have another way to assign Projects to Work Groups at the Project Level other than Approval Maps. I would have assumed a Work Group or PM (assigned at the project level) could follow an AP Approval WorkFlow without users have to go into Approval Maps. Is there another way to assure WorkGroup AP Bill Approval routing can be achieved.
Solved
Does Acumatica have another way to assign Projects to Work Groups at the Project Level other than Approval Maps
Best answer by Laura02
Hello,
We can assign Project Managers to Projects, we can assign Approvers to Projects, we can assign Approvers to individual Tasks of Projects.
We can route AP Bills automatically for approval (with Approval Maps) to the Project Manager or to the Approvers listed on the project without listing any specific Users/Employees’ names in the Approval Map.
Here is an example Approval Map that routes AP Bills for Approval based on the Project Manager listed on each Project that is used in the AP Bills. (Use the + to expand choices, and select Project Manager … Acumatica changes ‘project manager’ to OwnerID when it is selected onto Rule Actions tab.)
+19Hello,
We can assign Project Managers to Projects, we can assign Approvers to Projects, we can assign Approvers to individual Tasks of Projects.
We can route AP Bills automatically for approval (with Approval Maps) to the Project Manager or to the Approvers listed on the project without listing any specific Users/Employees’ names in the Approval Map.
Here is an example Approval Map that routes AP Bills for Approval based on the Project Manager listed on each Project that is used in the AP Bills. (Use the + to expand choices, and select Project Manager … Acumatica changes ‘project manager’ to OwnerID when it is selected onto Rule Actions tab.)
Laura ~ Klear Systems, Inc. Irvine, CA. ~ Click my logo to Follow me ~
+16HI
As
Here is some help on that as well: https://help-2022r2.acumatica.com/Help?ScreenId=ShowWiki&pageid=83582d78-a752-4175-af4f-3cec6150aca0
Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
1 person likes this
Reply
Rich Text Editor, editor1
Editor toolbars
Press ALT 0 for help
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.