Questions Enabling Approval on RMA Documents (RC, RM, RR, etc.)

Recently I had a customer who wanted to enable approvals for RMA Order Types (RC, RM, RR, etc.).

No problem I thought. All I need to do is go to the Sales Order Preferences (SO101000) screen and add RC, RM, and RR to the list on the APPROVAL tab.

But, to my dismay, I discovered that RC is not on the list of options. Using my 1st grade alphabet skills, I determined that RC, RM, and RR should be listed in between QT and SA, but it's not 🙁

At first I thought that maybe the RC Order Type was not active, but I checked the Order Types (SO201000) screen and it was indeed active:

So, what to do? I opened a support case with Acumatica Support and they helped me with a workaround which involves adding some new Steps to the Automation Steps (SM205000) screen.

On the Automation Steps (SM205000) screen, you need to set the Screen ID field to Distribution -> Sales Orders -> Work Area -> Enter -> Sales Orders:

Then you need to copy the following 4 Step ID setups...
1. SO Hold-Open
2. SO Hold-Pending Approval
3. SO Pending Approval
4. SO Rejected

... to these 4 Step ID setups (you have to create these using the + button, they don't exist yet):
1. RM Hold-Open
2. RM Hold-Pending Approval
3. RM Pending Approval
4. RM Rejected

You have to do this manually. There is no Copy button. But using two monitors and having Acumatica open on both monitors helps.

This is easier to show with screenshots. See below.

Note: Make sure you set the Behavior to RMA Order for each of these 4 when you copy them. To do this, you have to manually type Behavior into the Field Name field because it isn't there in the drop down for some reason.

1. SO Hold-Open -> RM Hold-Open

2. SO Hold-Pending Approval -> RM Hold-Pending Approval

3. SO Pending Approval -> RM Pending Approval

4. SO Rejected -> RM Rejected

After creating these 4 new Steps, you need to add one extra Condition line to the existing RM Open Step:

After doing all that, if you survived the monotony of it, you should now see RC, RM, and RR listed on the APPROVAL tab of the Sales Order Preferences (SO101000) screen!!!