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Approval Rule - Credit Memo

edited Jan 30, 2019 4:31PM in Receivables & Collections 1 comment

Summary

I require guidance on how to create an approval rule so that all AR Credit Memo's are routed to a group of individuals for approval

Content

Currently, credit memos are not routed for approval. We would like to route ALL created credit memos for approval (Parallel - First Responder Wins) to a group of individuals. 

I believe the task that needs amendment to allow this is called 'FinArTrxnsCreditMemosApproval' (in BPM worklist - Task Configuration). This is where I get stuck. I do not know which tabs I need to amend and what settings are required.

Could anybody assist in providing easy guidance to how to create this rule so that it flows to a desired approval group? I understand how to create an Approval Group but can't seem to see the area in this task where we would link it to the group either.

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