Ideas for Acumatica

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Approval Map. For the last step, if no condition was met for the first step, a document should be assigned to a final approver.

It' s too complicated to figure out the "final" rule with conditions which get satisfied in the case when no other conditions from all previous steps been satisfied thus no approval request for the document have been sent. Approval record hasn't get created in the case when no other conditions from all previous steps been satisfied, it is unable to use Approval entity on conditions. In their turn, Assigned Approver ID and Approver Workgroup ID fields which might be used for such configuration, doesn't hold any values when working with redesigned Approvals.

So if the conditions for the previous steps are not met, since the fields from Approval Details tabs are null (which is the condition set for the last step) the document to be assigned to the final approver.

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  • Sep 4 2018
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  • Naveen Kumar commented
    18 Mar, 2019 05:50am

    Moving further, Approval should direct to HOD where there is multiple Departments as each department has a HOD ticked as owner in the workgroup. Do you have any new ideas?

  • Dennis Dementiev commented
    18 Mar, 2019 04:05am

    The enhancement was included in Acumatca ERP 2019 R1. See "Execute Step" option in Help.

  • Naveen Kumar commented
    20 Sep, 2018 04:13am

    Approval Map required  for Requisition screen based on the status Complete bidding/ Open / Pending Quote to trigger for different levels of Approval criteria purely based on the values to enable to know the shortlisted Vendor and Its results for the Approver to check and approve.

  • Jeff Rund commented
    18 Sep, 2018 09:34am

    That would be great!  Thanks Irina!

  • Irina Chernega commented
    18 Sep, 2018 09:30am

    Hello everyone!

    Thank you for your votes!

    Regarding your request we are going to add Execute step only if no approvers found for the previous steps checkbox to step conditions.

    Best regards,

    Irina

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