AugForums.com

An Acumatica User Group

  • Free
    • Start Here
    • Rolodex
    • Podcast
    • Blog
    • Forums
  • Paid
    • AugSQL
    • GI Course
    • GI Library
    • Consulting
  • Register
Acumatica Forums

By using this website, you agree to our Terms of Use (click here)

Forums
AUG Forums
Everything Else
Approver Filter on ...
 
Notifications
Clear all

Questions [Solved] Approver Filter on Approve Time Activities vs. Approve Time Activities Summary

 
Everything Else
Last Post by Tim Rodman 5 years ago
2 Posts
2 Users
0 Reactions
1,310 Views
RSS
megan.friesen
Posts: 70
 megan.friesen
Topic starter
July 24, 2020 10:06 am
(@megan-friesen)
Estimable Member
Joined: 5 years ago

This was something I came across recently and thought I would share as, according to Acumatica, this is intentional. The Approve Time Activities screen has a different filter on the Approver field than the Approve Time Activities Summary.  If you have a really specific and detailed company tree this might be fine, but if you have situations with multiple approvers in the same workgroup this may be an issue (i.e. all project managers in 1 group with all consultants below them in 1 group because they have many short projects and don't want to update the tree everytime a new project starts).  Our solution was to just restrict access to the Approve Time Summaries screen.

 

Approve Time Activities screen. ( You can use this form to approve or reject time activities submitted for approval.)

Approver field displays the employee logged in and employees from lower levels of the company tree.

It does not display employees from the same workgroup nor employees from upper levels

 

Approve Time Activities Summaries screen. (You can use this form to approve or reject time activities in groups by approving or rejecting summary rows that represent the related time cards.)

Approver field displays the employee logged in, employees from the same workgroup and employees from lower levels of the company tree.

It does not display employees from upper levels.

 


1 Reply
Tim Rodman
Posts: 3193
 Tim Rodman
Admin
September 22, 2020 1:00 am
(@timrodman)
Famed Member
Joined: 10 years ago

Great example of why it's a good idea to hire a consultant when implementing Acumatica. The devil's in the details ๐Ÿ™‚


Reply
Forum Jump:
  Previous Topic
Next Topic  
Forum Information
Recent Posts
Unread Posts
Tags
  • 12 Forums
  • 2,526 Topics
  • 10.9 K Posts
  • 20 Online
  • 2,324 Members
Our newest member: Michael Kiley
Latest Post: Pick List report suddenly not splitting on Shipment
Forum Icons: Forum contains no unread posts Forum contains unread posts
Topic Icons: Not Replied Replied Active Hot Sticky Unapproved Solved Private Closed

Online Members

 No online members at the moment

Acumatica Forums

Terms of Use & Disclaimers :: Privacy Policy

Copyright ยฉ 2025 ยท AUG Forums, LLC. All rights reserved. This website is not owned, affiliated with, or endorsed by Acumatica, Inc.

โ€นโ€บร—

    โ€นโ€บร—