A Purchase Requisition (PR) has entered the Approval Rule workflow with the following scenario: The approval rule consists of nine approval stages. The PR is currently at Stage 3, where the approver must have the Accounting role. There are four users assigned to this role. One of these four users is experiencing an issue.…
This is a how-to video on differentiating the closing and canceling a sales order and re-opening a closed sales order.
Here are the steps to accomplish this by creating a Saved Search: Navigate to Transactions > Management > Saved Searches > New Select Transaction as the Search Type These would be the settings of the search.Criteria tab > Standard subtab: Type is Bill Main Line is true Status is Bill:Pending Approval Results tab…
Hi all, I'm trying to build a workflow for Journal Entries. As the routing of the approval flow is based on subsidiaries, we have defined the approvers on the Subsidiary records. In the approval flow, we need to set the Next Approver field with the value from the subsidiary record (for the subsidiary selected on the JE, at…