Approval Map for Purchase Requisition
Dear Mr Rodman,
The approval process for purchase requisition (CST.RQ.30.20.00) is not working. Whenever I save the record and untick the hold button, the status become "Pending Bidding" instead of "Pending Approval". And the "Approved" check box is become auto ticked. Im not sure whether I did correct setup in Approval Map and Purchase Requisition Preference or not. I did my other Approval Map setup for other module which is working fine, but this Purchase Requisition keep failed. Please assist me if mist out any important setup. Herewith I attached the relevance setup's screenshot.
Hi Mr Rodman,
Thanks for your email. I removed the 1st line, but the approval process still not working. Can you share me the screenshot that you did for my reference.
And one more thing, if I remove the first line, how the system will know who have been approved the document before.
Because my other approval map setup (eg Check & Payment), if I didn't put this line, the approval process will failed. Please advise.
I just used the one step approval that's available in the SalesDemo environment:
It seems like you want a 2 step approval. But your screenshots above don't have criteria that will allow you to hit the 1st step of the approval. Your conditions only look for Requisitions where the 002 Employee approved it, but where is the condition that assigns the Requisition to Employee 002?
Also, it's worth pointing out that Paramount WorkPlace has an eProcurement solution that's more robust than the Requisitions in Acumatica if you find Acumatica Requisitions to be too limited for your needs.