Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

Approvals at POSITION level vs. Employee ID

Workgroup approvals have a field for approval by (any member of a)  workgroup or, leave the workgroup blank and setup approval by one (single) employee.  When an employee-turnover event occurs 'someone' has to remember all the places where that employee MAY have been involved in workflow approvals.  

However if an approval was tied to a POSITION then no maintenance would be required.  Suggest a field called ReportsTo/ApprovedBy could be added to the User ID and default into the Employee ID and then used by Approval Workflow as part of the way to automate the above idea.

AP clerk ReportsTo/ApprovedBy the AP Manager.  Approval required by AP Manager (not Don Jones).  School of Arts purchases over $10,000 approval ReportsTo/ApprovedBy Dean of Faculty (not Mary Flores).

In general I believe this process should start at the USER and/or EMPLOYEE level.  Employee Nancy Morris is an AR Clerk.  The AR Clerk ReportsTo/ApprovedBy the AR Manager.  The AR Manager ReportsTo/ApprovedBy the Controller, the Controller ReportsTo/ApprovedBy the CFO (POSITION). 

 

  • Mike Lupro
  • May 29 2018
  • Attach files