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I am trying to set up an approval map for expense claims. I would like it for the claim to be sent to a manager once submitted. If the manager denies the claim it will be sent back to the employee (preferably with a description of why it was denied), but if it is approved, it is then sent to accounting manager with the same rules as when sent to the employee's manager.
I hope this makes sense, but I can try to explain it better if it comes off too confusing.
Hey Jake,
Take a look at the PO 2-Step Approval Approval Map in the SalesDemo sample data. You can use something similar for your expense claims.
It looks like this:
Thanks, Tim, this helped me set up the approval map. I'm still struggling on getting the email notification to work along with it. I'm doing test reports using myself as the approver, and every time I submit a claim, it goes to my approval section of acumatica, but I run into this issue for the email being sent "Unable to process approval notification. Create message failed. Email account should be defined." All the employees have an email connected to them in acumatica, so I'm not sure what it means by "should be defined." Not sure if you've ever experienced anything like this, but I'll try to look in the Demo for a possible solution.
If you click the pencil icon next to the Expense Claim Notification field on the Time & Expenses Preferences (EP101000) screen...
... it should open up your Notification Template in the Notification Templates (SM204003) screen.
Do you have anything populated in the From field?
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