Hello,
We are using the document approval fors sales orders and purchase orders. Everything is working fine but now we've been asked to do the same thing for the credit memos. We can't find anything that would allow us to setup the document approval for credit memos. We need to turn that on so anything above $500 will go to our VP Finance. Is that even possible?
Thanks!
0
Answers
Approval Templates
Users can choose which types of sales or purchase documents to include in the approval process and
which approval type and limit type to use for each document.
A set of standard templates have been provided for this purpose in the Approval Templates window.
The options are:
• Quote (Quotation)
• Order
• Invoice
• Credit Memo
• Return order
• Blanket Order
Under Admin > Application Setup > Document Approval > Approval Templates you have the ability to specify Credit Memo in the Document Type field.