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Approve Bills for Payment Screen - Add Adjustments

When using the approval bills for payment screen process to approve bills for payment, customer wants to be able to also approve the use of adjustments. Currently it is only supported for bills. Customer now has to do two separate processes to gather AP documents.

  • Alyssa Jaffe
  • Feb 6 2019
  • Gathering Feedback
  • Attach files
  • Jennifer Rose commented
    December 17, 2019 16:53

    This is an issue that we also face - we sometimes want to schedule the application of adjustments based on a number of factors.  The current Approve Bills for Payment Screen doesn't allow the approver to see adjustments that may or may not apply, and the check preparer does not have the information required to judge when to apply adjustments and typically will default to taking all adjustments as Acumatica suggests them.

  • Megan Friesen commented
    December 17, 2019 16:26

    We had a similar issue raised by a client we did an implementation for.  They had to get approval of the payment amount, and this caused issues when the final payment run amount was different because debit/credit adjustments were added.