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Approval Map : Empl...
 
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Questions Approval Map : Employee From Document not working

 
Everything Else
Last Post by Tim Rodman 5 years ago
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Jeff Grammer
Posts: 1
 Jeff Grammer
Topic starter
May 5, 2021 9:47 am
(@jeff-grammer)
New Member
Joined: 5 years ago

I am trying to create an approval map where if an employee belongs to a Purchase Approval Group then the PO is automatically approved by the Owner of the PO document.  

I thought the way this worked was fairly simple; but apparently Acumatica does NOT work this way.  So I am looking for help to understand how to make this work.  
Below is the logic in the Rule for the Condition I have set.

Step Conditions:
     If No Approver Found: Reject Document
     Execute Step: If No Approvers Found at Previous Steps

Rule Condition:
    EMPLOYEE          Workgroup     Equals      Purchasing Approval Group

Rule Actions: 
         Approver:  EMPLOYEE FROM DOCUMENT
         Employee: ((Document.EmployeeID.Selected))
         On Approval : Complete Step

Again, what I WANT to happen is to reject all PO's that reach this step, except for the ones created by an employee in the workgroup Purchase Approval Group.

But this does not appear to be the way that Acumatica works.

What am I missing?

Thank you in advance

 


1 Reply
Tim Rodman
Posts: 3195
 Tim Rodman
Admin
May 6, 2021 12:01 am
(@timrodman)
Famed Member
Joined: 10 years ago

Hi @jeff-grammer,

 

I recommend posting this in the new official Acumatica Community Forums:
https://community.acumatica.com

 

For the foreseeable future, the Forums here will focus on the Reporting Tools in Acumatica (Dashboards, Generic Inquiries, Report Designer, ARM Financial Report Writer, Velixo, Excel, Power BI, etc.) and also discussions that are too “transparent” to be allowed in the new official Acumatica Community Forums. For more info about how AUGForums.com compares to the new official Acumatica Community Forums, checkout this post:
https://www.augforums.com/augforums-com-vs-the-official-acumatica-community


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