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Approval Rule using the Approval Rule Page

edited Apr 8, 2022 5:56PM in Ask A Guru 7 comments

Foundation facts:

Role: Administrator

Environment: 2022.1 Release Preview, no new transactions/records have been created yet since the copy taken for my RP.

Working through upgrade Release Notes & testing.

We are a software company and do no "manufacturing" or "engineering change orders" so we have no ECO records at all.

We do not use Purchase Orders. There are 4 Purchase Orders in our system from years ago. Their status is either Fully Billed or Closed. We did not have any Approvals in place at the time (no rules, no workflows)

We are going to begin using Purchase Orders and will require approvals.

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