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Hi Everyone
I have created a Payables Transaction approval workflow that sends out approval emails.
The workflow is working and approval emails are going out as expected and the approvers can approve/reject the transaction using the email. So far so good.
Now for the Problem. The workflow approval is routed based on the department buying the item/service. One of the segments in the GL denotes the department. I have created steps in the workflow that route to each department manager if the GL string contains their department number.
If the payables invoice is a one line GL distribution or if there are multiple GL distributions for the same department, this works fine as it will only go to one manager.
However, a payables invoice as you may know may contain multiple GL distribution lines going to different departments.
When I tested this, I used a sample invoice with amounts as follows:
total invoice amount $500
charge to department 1 $300
charge to department 2 $200
Workflow did send out approval emails to both department managers because the amount was over the threshold, however, they could only see the total invoice amount of $500 and not what was being charged to their respective departments.
The question basically is, can you have the amount charged to GL accounts show in the approval workflow based on a value in the GL segment so that the manager sees only the charge to their department?
In a PO or requisition you can list the items and the GL account to be charged but I can't find a field to use in the Payables Transaction workflow to appear in the email.
Thanks in advance for helping.
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