[Solved] Approver Filter on Approve Time Activities vs. Approve Time Activities Summary
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.
Great example of why it's a good idea to hire a consultant when implementing Acumatica. The devil's in the details 🙂