Let's Reconnect, thank you for making 2022 our best year yet.

Look Back
how to use the All Preparer function — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

how to use the All Preparer function

Accepted answer
21
Views
4
Comments

Summary:

We are looking into making group profiles for our customer in ARCS, based on Parent structure in ERP.

We run into some group profiles where 2 or more people need to submit. Would the "all preparer" function work, or are there better ways of streamlining the reconciliation over 2 people. What are the downsides?

Content (required):

We are looking into making group profiles for our customer in ARCS, based on Parent structure in ERP.

We run into some group profiles where 2 or more people need to submit. The solution we are thinking of is to create a team with those people in the team and set in the Workflow the "Require Action by" to "all preparer". Would the "all preparer" function work, or are there better ways of streamlining the reconciliation over 2 people. One of the downsides we see is the mail to the entire team.

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!