Good Morning
I'm looking for a way to notify my users that an invoice is ready for them to approve. Does anyone have any recommendations for this?
Good Morning
I'm looking for a way to notify my users that an invoice is ready for them to approve. Does anyone have any recommendations for this?
Is it possible to use the Signature parameters for this?
Suppose you mention sales invoice, if so you can configure the approval workflow for Invoices like it exists for sales orders, it's not a click of a button, but you can do it with a good functional consultant and a developer.
I would think it would be possible but I know the signature process is complex to set up.
christycpa you are correct, I was digging in those and it was VERY cumbersome.
If its simply an email notification you are after with no tracking, I'd suggest just a workflow notification.
What in your terminology determines that an invoice is "Ready to Approve"? Typically workflow's can handle most notifications depending on what the trigger is.
I added a field to PINVOICE that links to AUTILIS so that when our AP makes a BP invoice they can select that user and that user gets notified that they have an invoice to approve. Now I'm just trying to make the workflow notify that user and trying to figure that out.
Any suggestions? [F:PIH]ZUSR this condition I think is the issue, well that and how to notify just that user who was selected.
Hi Chip,
If you add a line on the recipients tab, set as User, specify the custom field you have created as the recipient and then set the Send Email field to Yes, that would send the workflow alert to the nominated user, provided that the workflow header conditions are satisfied.
Best regards,
Nick
Nick Brown CPiO I'll give it a shot. Thanks!
Nick Brown CPiO I was able to make a ZUSR field that I linked to AUTILIS and voila! Thanks for your help!!!!!!
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